Stephanie  Sammons,  CFP<sup>&reg;</sup> - Financial Advisor

Stephanie Sammons, CFP®

Founder

Sammons Wealth Management

12720 Hillcrest Rd, Ste 600
Dallas, TX 75230-2043
FINANCIAL ADVISOR'S WEBSITE
(972) 440-1194 CONNECT WITH Stephanie
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General

Stephanie Sammons is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sammons Wealth Management in Dallas, TX and the surrounding communities.

Financial Advisor Overview

I help 50+ LGBTQ professionals create peace of mind to and through their retirement journey. Although we've made significant progress in our community, we still need to plan for retirement differently and be intentional with our wealth. I work with my clients to plan and manage all aspects of their financial lives so that they can retire smart, secure, and happy.

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Financial Advisor Experience

Stephanie Sammons is an experienced CFP® who specializes in retirement planning for LGBTQ professionals. She has been guiding clients to and through retirement for 25 years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Career Change, Investment Management, Employee Benefits, Retirement, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources