Vanessa Stimac, CFP®

I recognized that financial planning can be overwhelming for those who don't specialize in it. I made it my mission to help clients regain control of their finances and focus on their dreams.

Problem-solving is ingrained in my nature, and it aligns perfectly with the essence of financial planning. Witnessing clients achieve their goals and knowing that I played a part in their success is truly rewarding. I am dedicated to being the voice of reason, taking the time to explain complex concepts and actively listening to their concerns.

My commitment to doing what is right for my clients and providing long-term support forms the foundation of my approach. Together, we can embark on a journey towards financial success and celebrate the milestones we achieve along the way.

My Credentials and Certifications

CERTIFIED FINANCIAL PLANNER™ Since 2004

FINRA Series 7, 63, 66 securities registrations

B.S. Finance, California State University at Long Beach

CA Insurance License 0D31267

Investment Advisory Representative (IAR) for Ameritas Investment Corp (AIC)

Schedule a free, 30-minute consultation