Stephanie Campos, CFP®

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About Stephanie Campos, CFP®

Stephanie Campos, CFP® is a CERTIFIED FINANCIAL PLANNER™ that has been giving simple-to-follow financial advice to clients across the country for over 16 years. After her career as a financial advisor at the two biggest brokerage firms in America, she decided to open her own firm to focus on financial planning without the influence of sales goals.

As part of the “sandwich generation” Stephanie has a comprehensive approach to financial planning that includes everything from college funding for her daughter to managing social security and estate documents for her elderly relatives. Stephanie also works with many young professionals to help them manage and maximize their employee retirement plans, stock option plans, deferred compensation plans and other types of employee benefits.

Originally from New England, Stephanie graduated from Salve Regina University in Newport, RI and currently lives with her family in Miami, FL.

Maggie Beach, CFP®, CPA/PFS

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About Maggie Beach, CFP®, CPA/PFS, MBA

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a financial plan tailored to your unique situation.

NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future.

My accounting firm, NexJenn CPA, specializes in individual and trust taxation with an emphasis on Real Estate taxation. As a partner in NexJenn Real Estate, a property management firm, I have a special affinity to landlords and real estate investors. .

I am a CPA/PFS and CERTIFIED FINANCIAL PLANNER Professional®, and a member of the National Association of Personal Financial Advisors and the XY Planning Network.

In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 29 years and together with my awesome husband, we’ve raised three awesome kids.

Quentara Costa, CFP®, MSFP

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About Quentara Costa, CFP®

For years Quentara was the unexpected primary caregiver for her father who was diagnosed with Alzheimers. During his transition she continued to work, buy a house, get married, and start a family. She founded Powwow with the intent of helping other families prioritize their goals that are often neglected due to the in-the-moment demands of kids and aging parents. Powwow is fee-for-service, meaning a family’s net worth, relationships, goals, and concerns are discussed and illustrated without the need to invest assets or purchase product. If you have questions related to every day goals, elder care transition, and kids you’ve come to the right place.

Quentara has been featured in numerous publications, including NerdWallet, CBS MoneyWatch, and Financial Planning Magazine. She has also been invited to present on financial planning and elder care topics throughout Massachusetts. Follow her on social media and reach out to schedule a free consultation.