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

From Severance to Strategy: Wealth Moves for Executives After a Layoff

When a leadership role ends, it can be a powerful reset point for your financial future. Here’s how high earners can turn a forced layoff into …

When Timing Goes Wrong: What HNW Investors Need to Know About Sequence of Returns Risk

Even well-constructed wealth plans can be vulnerable to market timing. Here’s how high-net-worth investors can better insulate their retirement from …

The Legacy Plan Disruptor No One Talks About: Long-Term Care

You planned for everything. Except this. Discover what long-term care can do to even the best-designed estate.

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