Stephanie Nehmens is an Associate Advisor with North Berkeley Wealth. She is a key part of North Berkeley’s collaborative approach to client service, working with Lead Advisors to provide comprehensive financial planning and investment management. She became an advisor to help people understand and navigate their financial lives in order for them to lead a more peaceful and prosperous life.
Stephanie has 15 years of experience in the financial industry. She got her start working for a private asset management firm that catered to institutional and retail clients and obtained accreditation to sell hedge funds, separately managed accounts, and mutual funds. Since then, she has worked with institutional and commercial clients at large firms like J.P. Morgan Chase, consumers at well-known publicly traded companies like LendingClub, and with fintech startups.
Stephanie is a Bay Area Native whose family has been in Sonoma County for over 200 years. She deeply values community and long-lasting relationships with friends, family, clients, and colleagues. Educated at San Diego State University, Stephanie has worked in television news and as an English teacher in Spain. She describes her working style as educational and places a high importance on understanding clients’ stories. She lives in the Bay Area and enjoys hosting dinner parties, traveling, road biking, spending time in Wine Country with her family, and getting outdoors as much as possible with her puppy.
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Education, Certifications, & Affiliations
- Double B.A. in Journalism and Spanish, San Diego State University
- Study Abroad Program, Universidad Nebrija, Spain
- Member, Financial Planning Association
More About Stephanie
I became an advisor to help people learn about and make the most of their finances while protecting them from the unexpected and empowering them to live their best lives. I like to dispel themyth that money is the root of all evil. The real quote is, “The love of money is the root of all evil.” Money is an essential tool to live a healthy, safe, and secure life. Once you have enough of it, supporting or giving to those who may need it is one of the greatest gifts one can give. When used well as a tool, money can create ripples of joy and opportunity.
My favorite part about being an advisor is connecting with people. Everyone has a unique story and a“why” behind their goals. I love to get to know clients’ motivations in order to help them achieve what they want in a way that makes them feel fully informed and confident.
A defining moment in my career was realizing that no matter the amount of wealth, moneymanagement and decisions bring about emotion for everyone. I discovered time and time again that while fintech has revolutionized access to many financial products and information, most people are reassured bytalking to an expert. This is especially true as risk management, investment portfolio growth, taxes, and generational family and business succession planning needs get more complex.
