CLIENT SERVICE ASSOCIATE
Stephanie Dannebaum is a Client Service Associate at Waypoint Wealth Partners with over 5 years of experience in financial analysis and operations. Prior to joining Waypoint Wealth Partners, Stephanie worked at Laurus Financial Group LLC in client services and operations. During her graduate work, she completed three internships with various financial planning and mutual fund firms in the San Francisco Bay Area.
She is currently pursuing her Certified Financial Planner™ designation through the UC Berkeley Extension Program in Personal Financial Planning.
Stephanie holds a B.S. in City and Regional Planning from California Polytechnic State University, San Luis Obispo and a Master in Business Administration / Master of Public Policy joint degree from Mills College.
What makes you proud to be a part of the Waypoint team?
Waypoint’s dedication to provide excellent and high quality financial planning and investment management services to our clients.
What personal accomplishment are you most proud of?
I am most proud of being one of 11 women who were awarded the Financial Women of San Francisco (FWSF) scholarship in 2016. The FWSF Scholarship Fund provides graduate and undergraduate scholarships to San Francisco Bay Area women pursuing careers in finance and financial services. Beyond financial support, FWSF scholarship recipients have the opportunity to be mentored by FWSF members and attend career development and networking events. It was an honor to have been selected.
What’s the best piece of advice you’ve ever received?
“It’s not what happens in your life, but how you react to it that matters”
What do you love to do outside of work?
Outside of work I love to be outdoors. Whether it’s snowboarding at Lake Tahoe or hiking in the Sierras with my husband and two dogs (Webster & Sterling). I love to travel around the world and experience new cultures and cities.
Education, Credentials and Affiliations
- B.S. in City and Regional Planning, California Polytechnic State University, San Luis Obispo
- M.B.A in Finance / M.P.P in Economic Policy, Lorry I. Lokey Graduate School of Business, Mills College
- Member, Financial Planning Association
- Member, Financial Women of San Francisco