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Tina Stenfors, Financial Advisor

FINANCIAL ADVISOR
Tina Stenfors

CRPC™
W175n11086 Stonewood Dr, Ste C, Germantown, WI 53022opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

About Tina

Few people are blessed to find their true calling in life. I have genuinely found my passion and am dedicated to helping my clients achieve their financial goals. I find great joy in explaining complex financial concepts in a way that is relatable and easy to comprehend.

It is a compliment to hear clients say they finally understand their investments and how their finances are working for them after years of not having a clear understanding.

I listen, care and dedicate myself to helping my clients achieve their definition of financial success. My clients often come to me during times...

Work History

  • Edward JonesMay 2018 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Baker CollegeBachelor of Business Admin

Personal Interests

  • Baseball
  • Cooking
  • Gardening
  • Spending Time with Family
  • Traveling

Team Members

  • Dawn Frankfurth
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(262) 377-7124

Fax

(877) 479-2251

Office Address

W175n11086 Stonewood Dr
Ste C
Germantown, WI 53022opens in a new window

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