Stephanie Selbach, CFP®, ChSNC®
Assistant Vice PresidentStephanie is an assistant vice president and advisor in Wealthspire’s Madison, Wisconsin office. She provides comprehensive, personalized financial planning advice, partnering with individuals and families to align their wealth with their long-term goals and values.
She works across investment management, retirement, tax, and estate planning, helping clients navigate complexity with clarity. While Stephanie serves a broad range of clients, she has developed particular expertise working with caregivers and families and individuals with disabilities, guiding planning around long-term financial security, benefit coordination, and family support strategies.
Stephanie is known for her thoughtful, collaborative approach and her ability to translate complex concepts into clear, actionable guidance. She holds the CERTIFIED FINANCIAL PLANNER® designation and the Chartered Special Needs Consultant® credential.
Stephanie has served as a board member of Morgan’s Caring Connection since 2024, supporting families that are navigating estate planning considerations for loved ones with disabilities. She is also involved with RISE Sun Prairie and has previously volunteered with Big Brothers Big Sisters and SOAR Fox Cities.
Outside of work, Stephanie enjoys spending time with her husband, son, and their dogs. As a family, they enjoy camping, backpacking, and traveling to explore new cities. She brings that same sense of connection and approachability to her client relationships, building trust through long-term partnership.
Previous Experience
- Associate Advisor at Wiplfi Financial Advisors
Education & Credentials
- BS, University of Wisconsin – Madison, Personal Finance
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- 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.
