Stephanie Trexler, CFP® Golden Goose Wealth Planning

About Stephanie Trexler, CFP®

Stephanie is a CFP® professional who believes finances don’t have to be complicated. She is passionate about helping clients achieve their financial goals.

Stephanie has a BSBA undergraduate degree with a major in personal financial planning. She is working on her master’s degree in financial planning with an emphasis on financial therapy at Kansas State University. She expects to graduate with honors in May of 2021. Stephanie is also a member of the Kappa Omicron Nu honors society at Kansas State University.

Stephanie is a board member of the Financial Planning Association (FPA) of Michigan. During her time on the board, she has sat on the education, NexGen, mentorship, and symposium committee. Stephanie is also the current FPA of Michigan President Elect.

Stephanie believes that involvement in FPA is important because she is passionate about moving the financial planning profession forward. She works with many financial planning students across the state working to mentor them as they enter the profession. She is the host of the How We Do We Do series with the FPA. She has also completed the FPA residency program and is a regular attendee of industry conferences. She has hosted national conference speaking sessions as well.

In her free time, you can find Stephanie with her friends and family at the lake, a concert, or traveling. Stephanie values relationships and loves being around people. She enjoys entertaining and hosting, as well as decorating for nearly every holiday.

Stephanie and her husband Josh also volunteer with CASA of Kent County, helping and mentoring children in the foster care system. CASA volunteers act as a voice for the children throughout the legal process. If you think that you may be interested in volunteering, or you simply want to learn more about CASA, you can visit there website here: https://casakentco.org/

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Ideal Clients

  • Gen Y/Millennials
  • Graduate Degree
  • HENRY
  • Women in Transition

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Quarterly Fee: $750+/qtr
  • Assets Under Management: 1.00%

SEC Records

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