Stephanie Trexler (CFP®)

Stephanie Trexler focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Financial Psychology/Coaching
  • Generation X
  • High Net Worth Client Needs

NAPFA Start Date

January 04, 2021

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This Office

2500 E Beltline Ave SE Suite G #230 Grand Rapids, MI 49301-8120 Phone: (248) 200-6016