Stephanie Follin joined Wise World Investment Planning as a Wealth Management Advisor in August of 2020, bringing with her over 5 years of experience in the financial services industry. Stephanie specializes in helping individuals and families build comprehensive financial plans, utilizing wealth management strategies & risk management solutions to engage, enlighten and empower her clients to live their best lives.
Using an honest and transparent planning process, Stephanie builds meaningful, long term relationships with her clients to manage their unique financial needs, providing protection planning and investment advisory services tailored to their objectives. Specializing in multigenerational planning, Stephanie guides her clients through life's challenges at any stage.
A Chicago native and graduate from Quincy University, where she was the captain of the golf team, Stephanie has a wealth of financial knowledge, earning both her FINRA Series 7 & 66.
Outside of work, you can find Stephanie on the golf course or spending time with friends, family & her fur baby, Luna. Stephanie splits her time between Chicago and Phoenix.