Stephanie Selbach, CFP®, ChSNC®
Assistant Vice PresidentStephanie currently serves as an advisor in our Madison, WI office, managing client relationships, assisting in each step of the financial planning process, and serving as a resource for clients.
Previously, she worked as an Associate Advisor at Wipfli Financial Advisors, where she assisted in the servicing of high-net-worth individuals and families.
In addition to her work in the industry, Stephanie is very active in her community, serving as a Big Brothers Big Sisters mentor and as Treasurer for the Board of Directors at Morgan’s Caring Connection, Inc. Originally from Caledonia, MN, Stephanie now resides in Madison, WI and enjoys camping, reading, and spending time with friends and family in her spare time.
Previous Experience
- Associate Advisor at Wiplfi Financial Advisors
Education & Credentials
- BS, University of Wisconsin – Madison, Personal Finance
- CERTIFIED FINANCIAL PLANNER®
- Chartered Special Needs Consultant (ChSNC®)
- Series 65 License
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. (CFP BOARD) OWNS THE CERTIFICATION MARKS CFP®, CERTIFIED FINANCIAL PLANNER®, AND CFP® (WITH PLAQUE DESIGN) IN THE UNITED STATES, WHICH IT AUTHORIZES USE OF BY INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.
The ChSNC® mark is the property of The American College of Financial Services and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
