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.
The LPL Financial Registered Representative(s) associated with this website may discuss and or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.