Stephanie Bueno

Financial Advisor

Helping light your path to the Future

State(s) Licensed: AZ, CA Insurance Lic. #0M21925, CO, IN, MO, MT, NV, OR, PA, SD, TN, TX, UT, WA, WI

Phone: 661-927-0825

Address:

45314 Pickford Avenue
Lancaster, CA 93534

Helping light your path to the Future

State(s) Licensed: AZ, CA Insurance Lic. #0M21925, CO, IN, MO, MT, NV, OR, PA, SD, TN, TX, UT, WA, WI

Helping Light Your Path to the Future

Your financial journey deserves clarity, not confusion. Think of me as a steady light on your path, helping you see what is ahead and guiding you around obstacles. Whether you are building for retirement, protecting what you have, or preparing for the next chapter, I will walk with you. Life has twists and turns, but together we can face them with confidence.

The Foundation of Our Path is You

Are you ready to focus on achieving your goals? Have you taken time to ensure that you and your family are protected against unforeseen setbacks? Share where you are today and where you want to be tomorrow. I am committed to helping you reach your financial goals while keeping your values at the center of our work together.

I offer expertise in the following areas:

• Retirement Planning

• Investment Management

• Protecting Loved Ones with Income Protection Solutions

• Tax Efficiency Strategies

• Charitable Giving and Legacy Planning

• Trust Management

• Educational Forums and Collaborative Opportunities

I look forward to walking this path with you, shining a light on the choices that can help you move forward with clarity and confidence.

Creating Your Path Together

Achieving your goals takes planning, and saving for retirement is no exception. I will help you look at your income, expenses, and the often-overlooked factors that can shape your future. Together we will explore options for passing assets to heirs or charities, and prepare for the unexpected.

Retirement planning is not a one-time meeting, it is an ongoing process. As your life changes, we will adjust your plan to keep it aligned with your goals, so your path forward remains clear and well-lit. With light to guide you, your future can shine with confidence and peace.

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Location

Lancaster Office

Lancaster Office

Phone:: 661-927-0825

Hours

M – F: 9 a.m. – 5 p.m.

Address

45314 Pickford Avenue
Lancaster, CA 93534