Stephanie Lynne, CFP®
Valued Advice - Exceptional Service
Stephanie Lynne is a CERTIFIED FINANCIAL PLANNER™ with Bay Financial Associates. She is also an adjunct professor with Boston University ’s CFP® program, and a mentor for financial planners new to the industry.
Stephanie brings 20+ years of experience to Bay Financial Associates. She began her finance career in Boston after graduating with a degree in business from the University of Oregon in 1987. Prior to joining Bay Financial, Stephanie spent ten years as the Principal of Personal Financial Planning LLC, a Registered Investment Advisory firm providing comprehensive financial planning to a wide range of clients.
Stephanie lives in Wayland Massachusetts with her husband and four daughters. She spends her free time working on a core team that produces an annual TEDxYouth® event in her town. She also enjoys getting outside, cooking and biking.
Phone: 781-893-0909 x253
The investment professionals at Bay Financial Associates, are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.
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