Stephanie Shields
AEP®, CFP®, FIC, RICP®, CLTC®
Wealth Advisor
State(s) Licensed: AL, AR Insurance Lic. #408863, AZ, CA Insurance Lic. #0D73522, CO, DE, FL, IA, ID, IL, IN, KS, KY, LA, MI, MN, MO, MS, MT, NC, NE, NJ, NV, OH, OR, PA, SC, TX, VA, VT, WA, WI
Phone: (949) 260-0442
Address:
959 South Coast Dr., 374
Costa Mesa, CA 92626
State(s) Licensed: AL, AR Insurance Lic. #408863, AZ, CA Insurance Lic. #0D73522, CO, DE, FL, IA, ID, IL, IN, KS, KY, LA, MI, MN, MO, MS, MT, NC, NE, NJ, NV, OH, OR, PA, SC, TX, VA, VT, WA, WI
Let's put your plans in motion
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.
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Location
Costa Mesa Office
- Phone:
- (949) 260-0442
- Fax:
- (714) 437-1590
Hours
M – F: 9 a.m. – 5 p.m.