Alpenglow Financial LLC | Comprehensive Financial Planning | Anchorage, Alaska

(907) 312-0826

 

Stefan D'Angelo

CERTIFIED FINANCIAL PLANNER™

Stefan brings a worldly sort of outlook to financial planning. With a dad born in Tunisia, to Sicilian parents, and an Irish wife who he met in Marseille, France, he loves working with people of all backgrounds.

The Importance of Financial Planning

Like his clients, Stefan has an extremely active life. He loves fishing, camping, and skiing with his wife and two sons. Through this lifestyle, Stefan quickly realized how important planning is. Each adventure typically starts with an idea. The best way to execute those ideas is through planning. From sheep hunting to income planning, the more upfront work you do, the more confident you can be going into the experience. Sometimes you have a plan A, but you better have a plan B, C, D, and (just in case) E.

He grew up in South Lake Tahoe, California, always around nature and family. But after watching firsthand the devastation that poor planning can have, he became determined to help families and individuals avoid that emotional and financial turmoil through solid advice.

Stefan's Journey

Stefan learned the business of financial planning from the ground up. Starting with a great mentor, he learned not only the technical side but how to manage client relationships effectively. Stefan started his career by interning with an independent advisor. After transitioning to Morgan Stanley, he was then presented with an opportunity to work in Alaska with AIG Retirement Services. In 2013, Roisin and Stefan loaded up a Subaru Impreza and moved to Alaska. As the primary Financial Advisor for one of the largest hospitals in the state, Stefan had the opportunity to meet with nurses, doctors, engineers, executives, and all the support staff that run the organization.

Stefan is a father to two incredible boys, Cillian, and Ronan. He is a hunter, mountain biker, rock climber, brewer of beer, Ironman, and proud member of the Anchorage Nordic Ski Patrol. He is a highly positive person and draws in people who also see the glass half full. A desire to help people determine and maintain their lifestyle is crucial to him. He understands that good financial planning and education around informed decisions is ultimately what lets one focus on enjoying life and he wants to make that happen for all his clients.

In 2021, Stefan obtained his CFP® and is excited to have this education and expertise behind the work he does!! 

schedule an appointment with Stefan D'Angelo 
 


Fun Facts About Stefan

  • Stefan received a Bachelor of Science in Finance from California State University, Chico
  • Certified Financial Planner™
  • Ironman Finisher
  • Member of the Anchorage Nordic Ski Patrol 
 
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