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Stephanie Motzkus

Financial Advisor

Designations: CFP®, AAMS®

  415-346-2221

  Larkspur, CA

Stephanie Motzkus is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Asset Management Specialist (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.

Education and Certifications

Who I work with

What guides my approach

Stephanie Motzkus is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Asset Management Specialist (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.

More About Stephanie:

About Allworth

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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% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9