Stephanie Trexler, MS, CFP®

CEO and Financial Advisor at Golden Goose Wealth Planning
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Contact Information
us****@****om
(386) 825-5501
Location
Grand Rapids, Michigan, United States, US

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Bio

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Dec, 2017
    - Oct, 2024
  • Series 66
    -
    Feb, 2014
    - Oct, 2024
  • State of Michigan Health, Life & Disability Insurance License
    Michigan Department of Insurance and Financial Services
    Mar, 2014
    - Oct, 2024
  • Series 7
    FINRA (Financial Industry Regulatory Authority)
    Dec, 2013
    - Oct, 2024

Experience

  • Golden Goose Wealth Planning
    • United States
    • Financial Services
    • 1 - 100 Employee
    • CEO and Financial Advisor
      • Dec 2020 - Present
  • FPA of Michigan
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chairwoman
      • Jan 2018 - Present

      President, Career Development Committee Chair, Past Symposium Co-Chair, NexGen Committee member President, Career Development Committee Chair, Past Symposium Co-Chair, NexGen Committee member

  • Grand Wealth Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Salentica Elements Technology Consultant
      • Jan 2021 - May 2021

    • Associate Financial Advisor
      • Feb 2018 - Dec 2020

  • Portfolio Solutions, LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Client Relationship Manager
      • Apr 2017 - Jan 2018
  • Focus Financial Group, Inc.
    • United States
    • Financial Services
    • Financial Advisor
      • Sep 2014 - Apr 2017
  • Financial Independents Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate Advisor
      • Sep 2013 - Sep 2014

Education

  • Central Michigan University
    Bachelor of Science in Business Administration, Personal Financial Planning
    2009 - 2013
  • Kansas State University
    Master of Science - MS, Personal Financial Planning
    2019 - 2021
  • FPA Residency Program
    Denver Colorado
    2018 - 2018

Community

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