Ms. Stern has been with the firm for over 20 years and has been involved in every aspect of the firm’s management. She currently heads up the firm’s wealth management process, which includes assisting clients identify the longevity of their asset base for their lifetime and future generations. This work is a result of Ms. Stern’s ability to create personal and complex financial models for each client. In addition, she holds a law degree and with it expertise in estate planning and how a trust or will should complement the wealth planning model. Lastly, Ms. Stern is experienced in tax guidance and assists clients with tax strategy.
Ms. Stern actively participates in the firm’s investment strategy and is an equity and fixed income trader. As a senior member of our team, she is actively involved with clients on a day-to-day basis.
Ms. Stern received her BA in Political Science from the University of California, Santa Barbara and her Juris Doctorate from Empire College of Law. Additionally, she attended the University of California, Berkeley, University Extension for Personal Financial Planning and is a Certified Financial Planner™ certificant. As well, she is a member of the Financial Planning Association.