Wealth Advisor
Brenda Stein
CFP ™ Certified Financial Planner™
541-646-7324
3255 Hillcrest Park Drive
Suite 108
Medford, OR 97504
BStein@seacrestwm.com
Background & Experience
Brenda Stein has always respected her money and respects her client’s money as well. As a Wealth Advisor and a CERTIFIED FINANCIAL PLANNER (TM) professional, Brenda is a fiduciary, so her client’s best interests are paramount. She has a Bachelor’s degree and a California Professional Engineer license in Civil Engineering. She changed careers in 2010 and has not looked back. She enjoys her work and her clients.
How I Can Help You
As a CFP®, Brenda’s clients should have a financial plan. At every stage of life, financial planning is important. A plan is not a hard and fast agenda, it is an easily modifiable, living document. During the planning process, Brenda likes to educate clients to make finances more pleasurable and interesting. She strives to make a difference.
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