Meet Stephanie Trexler, MS, CFP®
Master of Science in Personal Financial Planning,
CERTIFIED FINANCIAL PLANNER®
Fiduciary & Fee-Only
Awards
Guiding You Through Financial Transitions with Compassion and Expertise
Navigating the financial landscape after the loss of a spouse can be overwhelming. As a CERTIFIED FINANCIAL PLANNER® and fiduciary, I specialize in supporting widowed women through these challenging times, offering personalized strategies to help you regain stability and confidence.
Professional Background
I hold a Bachelor of Science in Business Administration with a focus on Personal Financial Planning from Central Michigan University. To deepen my understanding of the emotional aspects of financial decision-making, I earned a Master’s degree in Advanced Financial Planning with an emphasis on Financial Therapy from Kansas State University. This unique combination equips me to address both the technical and emotional facets of financial planning, ensuring a holistic approach to your needs.
Industry Leadership and Advocacy
My commitment to the financial planning profession includes serving as the former President of the Financial Planning Association of Michigan, where I contributed to education, mentorship, and career development initiatives. I am passionate about mentoring aspiring financial planners and advocating for increased female representation in our field.
Community Involvement
Beyond my professional endeavors, I find purpose in giving back to the community. My husband, Josh, and I volunteer with CASA of Kent County, supporting children in the foster care system. Additionally, I founded the Grand Rapids chapter of Once Upon a Room, a nonprofit organization dedicated to brightening the hospital rooms of pediatric patients during extended stays.
Personal Interests
In my personal life, I cherish time spent with family and friends, whether by the lake, attending concerts, or exploring new destinations. I have a passion for hosting gatherings and celebrating life's moments, big and small.
Connect with Me
I understand the unique challenges that come with losing a spouse and am here to provide compassionate, expert guidance as you navigate this new chapter. Together, we can create a financial plan that honors your past and empowers your future.
