Stephanie Shields donated 2018-11-30 12:18:04 -0800
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Three Sport Athlete Now Helping Clients Be Wise With Money!
Thrivent's Greatest reward is guiding you on your Wise With Money Journey by providing products and services to help you on your way.
My career at Thrivent Financial started 23 years ago in Louisiana. My husband of 17 years, Bob Warren, and I moved to Orange County California in 2003. We immediately found a church home at Christ Lutheran in Costa Mesa. We were drawn to the missional vision of the congregation and immediately dove into the twice a year Tijuana build mission and their annual mission trip to Honduras.
One of the many reasons I chose to work at Thrivent Financial is the company’s focus on helping individuals and families link their faith and their values with their finances. The Stephanie Shields Group has adopted this mantra as a guide for the way we do business. Success for us has been achieved when we know we've helped our clients do well and as a result, they're able to do more good for others!
By utilizing the tools and training Thrivent has offered, we're prepared to provide a holistic approach to creating a customized financial plan for our clients! Our practice at the Stephanie Shields Group primarily focuses on retirement accumulation, retirement distribution, and charitable/estate strategies. We're particularly passionate about working with clients who have an interest in charity as part of their planning!I am licensed to do business in AR, AZ, CA, CO, FL, GA, ID, IL, KS, KY, LA, MI, MN, MO, MT, NC, NE, NV, NY, OH, SD, TX, VT, WA, WI, and WV. AR Life/Health Insurance License ID 408863, AR Securities Insurance ID 19645318, AR Variable Annuity Insurance ID 408863, AR Variable Universal Life Insurance ID 408863, CA Life/Health Insurance License ID 0D73522, CA Securities Insurance ID 123194, CA Variable Annuity Insurance ID 0D73522, CA Variable Universal Life Insurance ID 0D73522.
Wealth Advisor at Thrivent Financial
College/Pro Team: Hartwick College Oneonta, NY
Chapter: Orange County 1
Specialty: Estate Planning
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