Stephanie Trentham, CFP®,CDFA®

Stephanie serves as a Partner and Managing Director, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With nearly two decades of experience in the financial services industry, Stephanie offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Stephanie served as a Regional Vice President at a large RIA, where she was involved with educating financial advisors and assisting in building client portfolios.

Stephanie earned her Bachelor of Arts degree from Florida Atlantic University. She is also a Certified Fund Specialist®, as designated by the Institute of Business & Finance; a Certified Divorce Financial Analyst® professional, as designated by the Institute for Divorce Financial Analysts; and a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards.

Originally from South Florida, Stephanie relocated to Richmond in 2019. Outside of work, she enjoys weightlifting, indulging in fancy desserts and spending quality time with her son, who keeps her busy with his passions for karate and learning. A proud mom, Stephanie values the importance of personal well-being and fulfilling work.