Stephanie Trexler's Location
Grand Rapids, MI, US
Stephanie Trexler's Work
- CEO and Financial Advisor @ Golden Goose Wealth Planning
- Chairwoman @ FPA of Michigan
- Salentica Elements Technology Consultant @ Grand Wealth Management
- Associate Financial Advisor @ Grand Wealth Management
- Client Relationship Manager @ Portfolio Solutions, LLC
- Financial Advisor @ Focus Financial Group, Inc.
- Associate Advisor @ Financial Independents Inc
Stephanie Trexler's 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
Stephanie Trexler's Skills
- Customer Service
- Management
- Sales
- PowerPoint
- Teamwork
- Accounting
- Microsoft Office
- Time Management
- Financial Services
- Microsoft Excel
Stephanie Trexler's Summary
Stephanie Trexler, based in Grand Rapids, MI, US, is currently a CEO and Financial Advisor at Golden Goose Wealth Planning, bringing experience from previous roles at FPA of Michigan, Grand Wealth Management and Portfolio Solutions, LLC. Stephanie Trexler holds a 2009 - 2013 Bachelor of Science in Business Administration in Personal Financial Planning @ Central Michigan University. With a robust skill set that includes Customer Service, Management, Sales, PowerPoint, Teamwork and more, Stephanie Trexler contributes valuable insights to the industry. Stephanie Trexler has 6 emails and 1 mobile phone number on RocketReach.
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