VP Operations & Financial Advice, LearnVest
Stephany Kirkpatrick, CFP®, AIF® is the Vice President of Operations and Financial Advice for LearnVest.
Stephany has led the evolution of the LearnVest advice strategy and correlated product development as well as the development of the operations needed to scale a large and fast growing team of financial planners. She currently manages a nationwide team with regional offices in NYC and Scottsdale, AZ.
Stephany has a B.A. in International Management and a B.A. in Spanish from Pepperdine University. She is a CERTIFIED FINANCIAL PLANNER™, an Accredited Investment Fiduciary® and holds her Series 65 FINRA license. Stephany is also the Board Director for Programs and Corporate Relations for the Financial Planning Association of Los Angeles. Her passions include yoga, creative cooking, travel, dogs and anything in the sunshine.
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