About Us
Whether it's validating steps you've already taken, or being guided as you make decisions for your future, Stepping Stone Financial (SSF) can help empower you toward financial serenity, one step at a time.
You can gain peace of mind from a candid review of your finances, education that promotes better understanding, objective advice untainted by product sales, and personalized recommendations. Step by step,you can grow in confidence as we address both short-term and long-term financial concerns.
As a member of the Alliance of Cambridge Advisors and the National Association of Personal Financial Advisors (NAPFA), we are required to provide you with the highest available competency and ethical standards. Stepping Stone Financial upholds the practice principles set forth by the Certified Financial Planner Board of Standards. Only individuals who meet rigorous certification requirements, ongoing continuing education and Code of Ethics are authorized by the CFP® Board of Ethics to use its certification trademark, CFP®.
Meet the Team
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Connie Stone, CFP® ATP® Co-Founder, President Financial Consultant |
Bill Stone Co-Founder, Vice President, Secy/Treasurer Investment Research Analyst |
Connie and Bill are both native Clevelanders. They enjoy exploring Cleveland history, nature, and gardening.
We depend on the invaluable services of our virtual assistant, Kim. Be assured that every precaution is taken to encrypt your confidential information on our computers and when transferring files.
Linda Ehrenbeit
Office Manager
Linda assists in running the day-to-day office matters to enable Connie to focus on serving clients. Linda has many years of experience as a self-starter in nursing, professional management and business ownership. She is a native Clevelander who enjoys gardening, walking and family.
Linda Ehrenbeit
Mondays and Fridays (flexible hours)
(440) 247-4870
linda@ssfinc.com
Kim Werth
Client Services Coordinator
Kim manages many critical client services, including data base management, word processing, Internet research, scheduling, appointment confirmations and reminders. She is passionate about helping others, and serves as a trusted right hand to Connie. As owner of her own firm, Kim provides virtual assistant support to entrepreneurs and small business owners across the globe. She has over 20 years experience working in and with corporations large and small. Kim is an active member of AssistU, the leader in professional training for virtual assistants where she completed specialized coursework for virtual assistants.
Kim Werth
Virtual Assistant
www.kimwerth.com
Monday - Friday 8 a.m. - 5 p.m. (Pacific Time) / 11 a.m. - 8 p.m. (Eastern Standard Time)
(925) 377-5234 Phone (Pacific Time)
(925) 465-8175
kim@ssfinc.com
