Stephanie Trentham, Cfp®, Cdfa®, Cfs
About Stephanie Trentham, Cfp®, Cdfa®, Cfs
Stephanie Trentham is a Private Wealth Manager and Managing Director at Creative Planning Inc., specializing in business succession planning and risk management. She holds multiple financial certifications and has over six years of experience in wealth management.
Work at Creative Planning
Stephanie Trentham serves as a Private Wealth Manager and Managing Director at Creative Planning Inc. since 2018. Her role involves providing wealth management services, with a focus on business succession planning and risk management. She is part of a team recognized as the #1 Independent Wealth Management Firm in America by Barron’s in 2017. The firm manages over $49.4 billion for clients across all 50 states as of June 30, 2020.
Education and Expertise
Stephanie Trentham studied at Florida Atlantic University. She holds several professional certifications, including Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®), and Certified Fund Specialist (CFS). Her expertise lies in business succession planning and risk management, which are integral components of her wealth management services.
Background
Before joining Creative Planning Inc., Stephanie Trentham worked as Regional Vice President at Advisors Capital Management from 2014 to 2017. During her tenure there, she gained experience in wealth management in the Florida area. She has been active in the financial services industry for several years, contributing to her current role in wealth management.
Achievements
Stephanie Trentham has been part of a team at Creative Planning that achieved recognition as the #1 Independent Wealth Management Firm in America by Barron’s in 2017. Her certifications as a CFP®, CDFA®, and CFS reflect her commitment to professional development and expertise in the financial planning field.