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
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
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."