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

Address

959 South Coast Dr., 374
Costa Mesa, CA 92626

Stephanie Shields

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.

To learn more about the privacy of your information, visit our privacy policy.

Costa Mesa Office

Phone:
(949) 260-0442
Fax:
(714) 437-1590

Hours

M – F: 9 a.m. – 5 p.m.