I’m Emily Stevens, Paraplanner at Stratos Private Wealth, San Diego.
My passion for personal finance began long before my career in wealth management. From a young age, I was fascinated by investing, budgeting, and the impact thoughtful financial decisions can have on someone's future. That early interest grew into a passion for helping others build confidence around their finances, with a particular interest in empowering women and young professionals to feel more confident navigating their financial lives. I believe that the best financial plans are build on trust, education, and a genuine understanding of what matters most to each client.
As a North County San Diego native, I'm proud to serve the community I've always called home. I earned my bachelor’s degree in economics from the University of California, Berkeley, where my interest in financial planning and capital markets continued to grow. Before joining Stratos Private Wealth, I spent nearly three years at Charles Schwab, working closely with advisors and clients to help deliver personalized financial planning and investment management advice.
Personal Interests
Outside of work, I enjoy spending time at the beach, reading, taking Lagree classes, and travelling to new places. I'm passionate about continuous learning and am currently pursuing additional certifications, often studying from one of my favorite local coffee shops.
Specialties
Financial Planning Support
Client Service Support
Financial Research Assistance
Financial Analysis
Retirement Planning Support
Education
University of California Berkeley, Bachelor of Science in Economics
.png?width=1200&length=1200&name=Emily%20Stevens%20(1).png)