Stephanie Motzkus
Financial Advisor
CFP®, AAMS®
Stephanie Motzkus is a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Asset Management SpecialistSM (AAMS®) with over 14 years of experience in the field of personal finance. While earning her BA in Economics from Mills College, she also had the opportunity to spend a semester abroad, studying Business Development and Society in Nairobi, Kenya. Stephanie is passionate about financial planning and feels privileged to have the opportunity to help her clients to identify, plan and achieve their financial goals and dreams. In her spare time, she enjoys a quiet life with her husband and two cats, focusing on hiking, snowboarding, and pursuing her lifelong commitment to yoga and meditation.
Latest Insights
The Wealth Preservation Trap: When Playing It Too Safe Can Cost You
Protecting what you've built is a reasonable instinct. But taken too far, it can introduce the very risks you were trying to avoid.
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The Year-End Planning Myth: Why Your Most Important Financial Decisions Don't Happen in December
December is a useful checkpoint. But the decisions that actually shape long-term wealth rarely wait until the fourth quarter to matter.
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Charitable Giving Is Easy. Tax-Efficient Charitable Planning Is Harder.
Donating is simple. Building a giving strategy that's integrated, tax-smart, and aligned with your family's values? That takes intention.
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