Stefani began working in the financial services industry in 2013. She holds Series 7 and 66 securities registrations, is an Investment Advisor Representative, and is Life and Annuity insurance licensed. Stefani is currently registered to conduct securities business in Oregon, Washington, California, Idaho, and Hawaii.
“I provide financial planning & wealth management services to individuals and families in our community. I help them make more informed decisions about their money and the potential growth and preservation of their assets and estate. I work for my clients as I would for my own family and aim to build lasting, meaningful relationships based on trust, integrity and superior client service.”
Stefani Iverson was born and raised in Salem, Oregon. She and her two daughters, Lilia & Alexis, enjoy travelling, gardening, music, and movies.