Stephanie Motzkus

Financial Advisor

CFP^®, AAMS^®

Stephanie Motzkus is a CERTIFIED FINANCIAL PLANNER^® professional and an Accredited Asset Management Specialist^SM (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

See more insights

6 Financial Confessions Successful Investors Admit—Behind Closed Doors

Even the most accomplished investors occasionally get it wrong. Here’s what they quietly admit, and how to avoid the same costly missteps.

4 Hidden Forces That Shape Every Financial Decision

When it comes to high-stakes financial choices, logic is only part of the story. Here's what else is at play—and how to get all the pieces aligned.

When Life Changes, So Should Your Plan: A High-Net-Worth Guide to Financial Transitions

No one is immune from life’s curveballs. Here’s how high-net-worth investors can protect their wealth and make smarter decisions through five major …

Guide 5 Keys to Selecting the Right Financial Advisor

Do you know if an advisor has your best interest in mind? Discover how you can find out.

Download

About Allworth

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better -because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more - all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first-and our success is dependent on your success -you get more than just advice.

You get a financial ally for life.

97%

client loyalty 30,000+ Clients²

years in business $30 Billion AUM⁴

Ranked Top 15 Barron’s Top 100 RIA Firms¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

Stephanie Motzkus

Latest Insights

Helpful Tips

About Allworth