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People · Asset Managers
Associate Wealth Advisor at Stratos Private Wealth
Associate Wealth Advisor · Stratos Private Wealth
Emily Stevens — Associate Wealth Advisor · Stratos Private Wealth · San Diego Metropolitan Area.
Direct contact
No direct contact on file for Emily yet.
Experience
Financial Consultant Partner
Charles Schwab · San Diego, CA
Dec 2024 – Jul 2026
Education
- College for Financial Planning · Dec 2024 – Jul 2026
- University of California, Berkeley — B.A. in Economics · Aug 2019 – Dec 2022
Related professionals · Stratos Private Wealth
- Adam Rude, CFP®, CIMA®, RMA® — Principal and Founding Partner
- Allison Williams, CFP® — Chief Operating Officer
- Cindy Gatlin — Wealth Management Advisor
- Colin Domonoske, CFP®, CIMA — Wealth Advisor
- Dan Loughlin, CFP® — Wealth Advisor & Founding Partner
- Daniel Ortega — Associate Wealth Advisor