Stefany enjoys meeting and working with individuals and families from all walks of life. She’s passionate about helping clients achieve their wealth goals by designing a comprehensive plan that aligns with their unique circumstances, implementing the plan, and monitoring progress regularly. Stefany’s goal is to give clients peace of mind by educating and empowering them to make confident decisions that will shape their financial future.
Stefany holds a B.A. in Economics and International Relations and Global Studies from the University of Texas at Austin. As a CERTIFIED FINANCIAL PLANNER™ professional, she has attained the standard of excellence in financial planning by meeting the education, experience and ethical standards set forth by the CFP Board.
Stefany has over a decade of experience in the financial industry. Prior to joining ML&R Wealth Management in 2020, she worked at Goldman Sachs for eight years in the Salt Lake City, New York, and Dallas offices. During her time at Goldman Sachs, Stefany had the opportunity to work alongside portfolio managers, traders, and ultra-high net worth wealth advisors from around the world. She gained a breadth of knowledge about investments, portfolio management, and estate planning. Most importantly, she developed a character of excellence, attention to detail, dedication to innovative solutions, and commitment to client service.
DIVERSITY, EQUITY, AND INCLUSION
As a woman of Hispanic background and first-generation college graduate, Stefany is excited about helping diverse groups achieve financial independence, including women, multiracial and multicultural persons, and LGBTQ+ individuals. She is proud to have completed the Diversity, Equity, and Inclusion Training and Certificate Program through the National Association of Personal Financial Advisors (NAPFA).
Stefany understands that not everyone has the same tools, resources, and mentoring to help build a sound financial future, which is why she recently joined the team of volunteer financial mentors at 3rd Decade, a non-profit dedicated to promoting diversity, equity, and inclusion while improving the financial futures of young adults.
- Wealth Management
- Investment Management
- Institutional Trading
The University of Texas at Austin
Bachelor of Arts in Economics
Bachelor of Arts in International Relations and Global Studies
Past: Junior Achievement, Volunteer
- CERTIFIED FINANCIAL PLANNER ™
- NAPFA (The National Association of Personal Financial Advisors) DEI Certified