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Stephanie Ellsworth, Founder and Financial Planner

Since 2009, Stephanie has dedicated her career to helping people navigate the complexities of financial planning and educating her clients on the best options to help them reach their goals. 


Over her years of meeting with women, Stephanie realized that there was an imbalance of financial knowledge among the genders, and she identified a real need for an outreach to women about financial education. She wanted to create a program that would impact women in a way that they could feel financially empowered in safe and supportive environment.  She also wanted to give women access to incredible planning resources through the collaboration of like-minded women, while ensuring this program was accessible to all women.  This is why she created Her Slice of the Cake. 

     

Being a genuine Phoenician at heart, Stephanie graduated with an Accounting degree from Lehigh University in Pennsylvania in 2003, and moved back to the Valley of the Sun upon graduating. Prior to financial planning, she worked in specialized accounting procedures for real estate investments. 

Stephanie happily resides in Phoenix with her husband, Scott, and her two young daughters. She is active in her community and she regularly volunteers with local children’s and women's organizations.

Financial Areas

Investments

Insurance

Retirement Planning

College Planning

Tax Planning Strategies

Legacy Planning


Book a Consult with Stephanie

Stephanie is licensed to sell securities products in the following jurisdictions: Arizona, California, Florida, New York, Oregon and Virginia; and is licensed to sell insurance products in the following jurisdictions: Arizona, New York and Virgina.

Stephanie Ellsworth's domicile state is Arizona. 

Copyright © 2018 Her Slice of the Cake - All Rights Reserved.  Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC Member SIPC. (6263 N Scottsdale Rd, Suite 140, Scottsdale, AZ 85250; 480-538-2900).  Her Slice of the Cake is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.


Check the background of this investment professional on FINRA's Broker Check.

https://brokercheck.finra.org/

https://www.sipc.org/

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CRN202503-1796378