Sr. Financial Planner


Stephanie Griebel, CFP®

Stephanie’s greatest joy in life comes from connecting with people and that shines through in her work as a financial advisor.  With over 20 years of financial industry experience, she brings strong institutional and personal wealth management skills to her financial planning advice.

She has had the unique opportunity to help build two successful financial advisory firms (Paladin Advisors and Artemis Financial Advisors) and as such, enjoys wearing many hats.  She attended Northeastern University for her undergrad and got her start on the foreign exchange trading desk with State Street Bank.  She also held positions at State Street Associates and Wellington Management before transitioning to the personal side of finance.

Stephanie is a trained Money Harmony coach and when needed, employs techniques to help clients tune-in to the more touchy-feely aspects of their relationship with money.  She assisted with the creation of Wealth of Wisdom (WOW), a non-profit organization designed to educate and empower individuals to live their best financial life, and continues to spread the mission of WOW.  She also is a co-leader of the New Hampshire NAPFA Study Group and enjoys networking and learning.

Stephanie is the loving mother of two young, boisterous boys and wife to Ian.  She has a deep passion for helping families with children of special needs, as she personally understands the challenges of raising a son with autism.  In her free time, you’ll find her on a yoga mat, outside with her boys, behind a camera, or experimenting in the kitchen.

Education:

  • Northeastern University (BS Business Administration, Finance & Int’l Business)
  • Boston University, Certificate in Financial Planning

Registrations/Memberships/Certifications:

  • NAPFA- Registered Financial Advisor, National Association of Personal Financial Advisors
  • Member of the Financial Planning Association (FPA)
  • Certificate of Professional Photography (Boston University CDIA)