Stephanie Shinn, CFP®
Stephanie is a seasoned financial planner with years of experience serving individuals and families. The emphasis of her practice has been on advising women to help them transition through life's most financially challenging moments, such as retirement and widowhood.
Her father had the biggest influence on her career choice. “’How many lemonades are you going to have to sell to afford those Bonnie Bell Lip Smackers?’ he'd ask me as a young child," she says. Thus began Stephanie’s fascination with money—how to wisely make it, save it, grow it, and spend it. Forty years later, this love affair has evolved into a thriving financial planning practice where hundreds of families have entrusted her with helping them wisely save, grow, and spend their hard-earned money.
After graduating from Central Washington University with a bachelor’s degree in finance, Stephanie began her financial services career at Russell Investment Group. She soon developed her passion for multimanager, multiasset investing. She went on to become an investment advisor and completed her education as a CERTIFIED FINANCIAL PLANNER™ practitioner. She is also a Behavioral Financial Advisor™.
Stephanie is dedicated to helping her clients navigate through their peak earning years so they can sustain the lifestyle they love in retirement. “This is the very best career for me. It offers an ever-evolving body of work I never tire of, and I get great satisfaction out of uncomplicating a client’s savings, investing, and distribution of wealth challenges,” she says.
In 2020, Stephanie joined forces with Ann Novosel, CFP®, Sally McCray, CFP®, CPA®, CFS®, and Tamara Morse, CFP®, to create Financial Advisory Partners. The partners offer their clients the benefits of their combined years of experience, knowledge, and strategic thinking.
Stephanie holds the FINRA Series 7 and 66 securities registrations and is insurance licensed in life and health, disability, and long-term care in Washington state.
She enjoys travel, gardening, hiking, playing golf, and serving in her community.
626 North Fernside Drive
Tacoma, WA 98406