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Estelle Stephens, CFP

Ms. Stephens is the founder and principal of Foresight Financial Planning and is a Registered Investment Advisor with the State of California. She has been serving the needs of investors for over 15 years and has more than 20 years of experience as a business and finance executive in the Bay Area. She specializes in working with individuals in transition who are navigating major life decisions around issues such as retirement, change in employment or marital status, unexpected wealth, and caring for the elderly.

Earlier, as founder of Stephens Investor Relations, Ms. Stephens provided strategic counsel to CEO and CFO clients at public technology companies with the objective of enhancing relations with the professional investment community.

Ms. Stephens managed the Investor Relations programs of two major public technology companies for nine years.  At network software leader Novell, she was responsible for daily communications with securities analysts from the major brokerage firms, institutional shareholders, portfolio managers, brokers, and individual investors. She also managed the Investor Relations function for VeriFone, a manufacturer of point-of-sale payment systems.

Having started her career as a teacher in the Los Angeles and La Canada Public School Districts, Ms. Stephens believes that her early academic background fostered strong communications and mentoring skills that benefit her clients.

Ms. Stephens is a CERTIFIED FINANCIAL PLANNER licensee (CFP) and meets the high standards of continuing education in the field.  She is an active member of the San Francisco and Silicon Valley chapters of the Financial Planning Association. She is also a CTEC (California Tax Education Council) Registered Tax Preparer.

Ms. Stephens completed the CERTIFIED FINANCIAL PLANNER professional program at the College for Financial Planning in Denver, Colorado. She holds a Bachelors Degree from the University of California, Berkeley, and a California Life Teaching Credential.

"Listening well is as powerful a means of communication and influence as to talk well."
John Marshall