Stephanie Perkins
About Stephanie Perkins
Stephanie Perkins is a Client Service Manager at Signature Estate & Investment Advisors, LLC, where she has worked since 2009. She holds the Accredited Investment Fiduciary® (AIF®) designation and earned her Bachelor of Arts degree from Azusa Pacific University between 2005 and 2009.
Work at Signature Estate & Investment Advisors
Stephanie Perkins has served as a Client Service Manager at Signature Estate & Investment Advisors, LLC since 2009. In this role, she is responsible for managing client relationships and ensuring high levels of client satisfaction. Her tenure at the firm spans 15 years, during which she has contributed to the firm's reputation in the financial services industry. The firm is located in Irvine, California, and specializes in providing investment advisory services.
Education and Expertise
Stephanie Perkins earned her Bachelor of Arts degree from Azusa Pacific University, completing her studies from 2005 to 2009. She holds the Accredited Investment Fiduciary® (AIF®) designation, which signifies her expertise in investment fiduciary responsibility. This educational background and professional certification enhance her capabilities in providing sound financial advice and managing client portfolios.
Background
Stephanie Perkins has a solid foundation in client service and investment management. Her career began in 2009 when she joined Signature Estate & Investment Advisors, LLC. Over the years, she has developed a deep understanding of the financial services sector, focusing on client needs and investment strategies. Her role as Client Service Manager reflects her commitment to fostering strong client relationships.
Professional Designation
The Accredited Investment Fiduciary® (AIF®) designation held by Stephanie Perkins indicates her proficiency in fiduciary responsibility and investment management. This designation requires a thorough understanding of fiduciary standards and practices, which she applies in her role to benefit her clients. The AIF® designation is recognized in the financial industry as a mark of professionalism and ethical conduct.