(907) 312-0826
In 2021 Stefan and Roisin went independent to create Alpenglow Financial, LLC. As an Certified Financial Planner, Stefan is focused on creating personalized plans to help his clients meet the highest chance of success. He has seen the impact of no planning, poor planning, and great planning. Great planning allows you to enjoy the most important item, time. Time with your loved ones, time doing the things you enjoy most.
“Out hunting, I carry a GPS tracker. It provides maps, the weather forecast, sending an emergency signal, but most importantly, it allows me to send a message home ”. Our goal is to provide a plan to our clients that will allow for growth, protection, and strategic cashflow management.
Starting Alpenglow Financial has been an exciting venture for us. As with every new challenge we've taken on, we have approached it with good planning, optimism, and an openness to adventure.
Our experience working with a broad range of clients in previous companies and other outdoor commitments has helped us to hone in on clear and simple explanations for all the financial planning we do. Clients enjoy working with us because we can clearly explain their current situation and provide actionable changes that can improve their financial situation.
Our focus has always been to help individuals wherever they are. With the support of our back office and LPL Financial, we can offer a higher level of service to a smaller group of life-loving clients. Our focus on long-term relationships and generational planning means we get to know the families of our clients well and involve them in the planning process. We work with kids to help parents and parents to help kids. The hope is always to understand our clients as people and cater to their needs and wants – human to human.
We can most commonly be found outdoors. We are very active, yet easy-going people who love exploring all that Alaska offers.
Our clients are hard-working individuals who come from different professional ventures. Many are in health care, technology, or are small business owners. They are experts in their given areas of study and work and rely on us to be the ultimate resource for all things related to their financial lives.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.