Stephany Smith
Team Member

Stephany Smith

Founder & Licensed Financial Advisor
Stephany Smith
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Founder & Licensed Financial Advisor
Stephany Smith

Helping families nationwide find the right financial protection — with over 7 years of experience in life insurance, Medicare, and retirement planning.

15+
Years Experience
7+
Years in Finance
Free
Consultation
About

Stephany holds a degree in Education from Chaminade University Honolulu and has over 15 years of experience in the Healthcare and Education sectors. She transitioned into the Financial Services Industry over seven years ago and has since found her true passion in helping others secure their financial future.

With expertise in life insurance products, Medicare, and fixed indexed annuities, Stephany has earned a reputation for her commitment to educating and serving her community. She takes pride in providing tailored financial solutions that empower individuals and families to achieve financial security and peace of mind.

Beyond her professional pursuits, Stephany enjoys life's simple pleasures, cherishing moments spent with family and friends.

Specialties
Life Insurance
Medicare Plans
Fixed Indexed Annuities
Retirement Planning
Mortgage Protection