Tessa Steinemann, Cdfa®, Cfp®

Tessa Steinemann, Cdfa®, Cfp® Email and Phone Number

Managing Partner / CFO - True Alpha Wealth Management @ True Alpha Wealth Management
Tessa Steinemann, Cdfa®, Cfp®'s Location
Sandusky, Ohio, United States, United States
Tessa Steinemann, Cdfa®, Cfp®'s Contact Details

Tessa Steinemann, Cdfa®, Cfp® personal email

n/a

Tessa Steinemann, Cdfa®, Cfp® phone numbers

About Tessa Steinemann, Cdfa®, Cfp®

As a CERTIFIED FINANCIAL PLANNER™ professional, I help people pursue their long term financial goals through investing and financial planning. I hold the Financial Industry Regulatory Authority Series 7 and 66 securities registrations as well as Life, Health and Variable Annuity Insurance Licensing. I am also a CERTIFIED DIVORCE FINANCIAL ANALYST®️I earned my BA from Denison University and MBA from The Ohio State University. I spent 5 years with JPMorgan Wealth Management in New York City and Columbus working in Project Management & Portfolio Management and 7 years with Civista Wealth Management as a Financial Advisor. In 2024, I joined an independent firm True Alpha Wealth Management as a Managing Partner. Outside of work, I am very involved in the community. I sit on the board of Harbourtown Fine Arts Center and Boys & Girls Club of Erie County, and am Treasurer of Sandusky Education Foundation. In my free time, I enjoy cooking, visiting with friends, and traveling. Specialties: Financial Goal Setting and Achievement, Personal Finance for Women, Comprehensive Financial Planning, Retirement Cash Flow Planning, Charitable Giving, Asset Allocation, Portfolio Management, Divorce, High Net Worth Clients.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. True Alpha Wealth Management is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. True Alpha Wealth Management and Kestra IS are not affiliated.

Tessa Steinemann, Cdfa®, Cfp®'s Current Company Details
True Alpha Wealth Management

True Alpha Wealth Management

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Managing Partner / CFO - True Alpha Wealth Management
Tessa Steinemann, Cdfa®, Cfp® Work Experience Details
  • True Alpha Wealth Management
    Managing Partner
    True Alpha Wealth Management Oct 2024 - Present
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  • Civista Bank
    Vice President
    Civista Bank Apr 2023 - Oct 2024
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  • Civista Investments
    Assistant Vice President / Financial Consultant
    Civista Investments Jul 2017 - Oct 2024
    Sandusky, Ohio
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  • J.P. Morgan Asset Management
    Senior Associate Project Manager
    J.P. Morgan Asset Management Jun 2016 - Jul 2017
    New York, New York
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  • J.P. Morgan Asset Management
    Associate Portfolio Manager
    J.P. Morgan Asset Management Sep 2013 - Jun 2016
    Westerville, Ohio
    In this role, I managed a book of business for the Private Bank. I performed tactical trades, client trading requests, and risk management of the portfolios. The main focuses of this role was to mitigate risk, increase efficiency, and improve the client experience across the trading platform.
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  • J.P. Morgan Asset Management
    Shareholder Services Associate
    J.P. Morgan Asset Management Aug 2012 - Sep 2013
    Westerville, Ohio
    Client services for the NY 529 Plan assisting both clients and advisors with account requests and questions about the product.
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Tessa Steinemann, Cdfa®, Cfp® Skills

Portfolio Management Investments Fundraising Research Statistics Econometrics Powerpoint Microsoft Excel Microsoft Word Team Building Time Management Presentations Python Macroeconomics Microsoft Office

Tessa Steinemann, Cdfa®, Cfp® Education Details

Frequently Asked Questions about Tessa Steinemann, Cdfa®, Cfp®

What company does Tessa Steinemann, Cdfa®, Cfp® work for?

Tessa Steinemann, Cdfa®, Cfp® works for True Alpha Wealth Management

What is Tessa Steinemann, Cdfa®, Cfp®'s role at the current company?

Tessa Steinemann, Cdfa®, Cfp®'s current role is Managing Partner / CFO - True Alpha Wealth Management.

What is Tessa Steinemann, Cdfa®, Cfp®'s email address?

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What is Tessa Steinemann, Cdfa®, Cfp®'s direct phone number?

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What schools did Tessa Steinemann, Cdfa®, Cfp® attend?

Tessa Steinemann, Cdfa®, Cfp® attended The Ohio State University, Denison University, Denison University.

What skills is Tessa Steinemann, Cdfa®, Cfp® known for?

Tessa Steinemann, Cdfa®, Cfp® has skills like Portfolio Management, Investments, Fundraising, Research, Statistics, Econometrics, Powerpoint, Microsoft Excel, Microsoft Word, Team Building, Time Management, Presentations.

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