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Cfp® Stephanie Sammons

I help successful women professionals in midlife take charge of their wealth and map out a plan for their ideal retirement.
Dallas-Fort Worth Metroplex
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This public profile is provided courtesy of Clay. All information found here is in the public domain.
Summarize Cfp® Stephanie Sammons’s background before I meet with them
Profile Image for Cfp® Stephanie Sammons

Cfp® Stephanie Sammons

I help successful women professionals in midlife take charge of their wealth and map out a plan for their ideal retirement.
Dallas-Fort Worth Metroplex
SummaryAI Assisted Badge

Stephanie Sammons is a Certified Financial Planner™ and Investment Advisor with over 20 years of experience guiding women professionals to and through retirement. She is also a dedicated LGBTQ financial advisor, passionate about serving LGBTQ women, and couples. Sammons is the CEO and Founder of Sammons Wealth Management, a Dallas, Texas-based advisory firm that helps women create dynamic roadmaps to retirement.

Sammons studied BBA, Economics at Midwestern State University, and Business Administration and Management, General at the University of Oklahoma. She attended Plano Senior High School.

With her time-tested GROW Retirement Planning™ Process, Sammons helps her clients create a roadmap that assesses their current financial situation, explores retirement possibilities, and ultimately aligns their money with their unique retirement vision. Her clients achieve greater clarity about their retirement possibilities, peace of mind with a plan to follow, and a coach to support them.

As the host of the Retirement Money Gal™ Podcast, Sammons teaches women in midlife how to retire smart, secure, and happy. In addition to her financial expertise, she is a former #1 bestselling author, nationally known speaker, and performing singer-songwriter. Sammons is married to her long-time partner of 14 years, Dallas Attorney Kay Van Wey, and is a step-mom to two teenage sons who were adopted from Russia. She is a former college basketball player, avid athlete, and huge Dallas Cowboys fan.

This public profile is provided courtesy of Clay. All information found here is in the public domain.