Back to Search Favorites List

Stephanie McElheny (CFP®, EA)

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

  • Charitable Giving
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • LGBT Couples and Families
  • Special Needs Planning
  • Tax Planning

Planning Specialties

A CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience, she is passionate about identifying opportunities and delivering comprehensive strategies for individuals and businesses. As a Chartered Special Needs Consultant™, Enrolled Agent, Capital Markets & Securities Analyst®, Psychology of Financial Planning Specialist™, and Certified Financial Counselor™, her expertise includes special needs planning, tax strategies, and financial counseling. A Pittsburgh native, Stephanie has served as President and Symposium Chair of the Pittsburgh chapter of the Financial Planning Association (FPA), among other roles. She also serves in a pro bono advisory capacity, offering financial literacy and planning services to seniors, veterans, individuals with cancer diagnoses, and underprivileged families.

Additional Information

Outside of work, Stephanie is an outdoor enthusiast who loves hiking, camping, cycling, and snowboarding. Stephanie also takes great pride in cheering on her hometown sports teams and alma mater–the Pittsburgh Steelers, Penguins, and Pirates, as well as the Penn State Nittany Lions.

NAPFA Start Date

January 20, 2021

Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

8333 Ralston Rd Ste 2 Arvada, CO 80002-2355 Phone: (303) 421-1113
View