Stephanie Hammell
MBA, CFP® - Private Wealth Advisor
SUMMARY
- Designations: CFP®, MBA, Series 7 & 66, CA Insurance License #0J11743
- Specialist in equity compensation, high-income tax strategies, and business owner wealth planning.
- Passion for building a legacy of lasting impact through wealth, values, and self-mastery; Brazilian Jiu Jitsu (purple belt); pursuing personal growth through analytical psychology.
- “Life consists of an enormous number of choices that come at us, and each decision we make has consequences, so the quality of our lives depends on the quality of the decisions we make.” – Ray Dalio
(949) 393-2002 ext. 104
Stephanie is a Private Wealth Advisor at Revant Wealth, where she works closely with professionals, executives, business owners, and high-net-worth families to design personalized financial strategies. She integrates investment management, tax planning, risk mitigation, estate planning, and charitable giving into her work, with a special focus on equity compensation and concentrated stock strategies.
Stephanie brings over a decade of experience in financial services, having held advisory roles at several prominent wealth management firms. Her expertise includes helping clients navigate complex decisions around vesting, exercising, diversification, and long-term wealth preservation. She holds a Bachelor’s degree in Business Administration from California State University, Fullerton, and an M.B.A. in Finance. She completed her CFP® coursework through the University of California, Irvine, and holds the CERTIFIED FINANCIAL PLANNER™ designation, along with Series 7 through LPL Financial, Series 66 through Independent Advisor Alliance, and Life & Health Insurance licenses.
Her planning philosophy is grounded in the belief that the greatest form of wealth is the freedom to live life on your own terms, surrounded by those you love, while building lasting financial security. Stephanie’s insights have been featured in media outlets including The Wall Street Journal, HuffPost, Business Insider, Yahoo! Finance, and U.S. News & World Report.
Outside of work, Stephanie trains as a purple belt in Brazilian Jiu-Jitsu, applying the same discipline and strategic mindset she brings to advising clients. She is also a partner with Impact Giving, a women-led philanthropic organization, where she serves on the grant committee to help direct funding to high-impact nonprofits. She enjoys traveling, sharing great meals, and spending time with her husband, Nathan, along with their families and close friends.
