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Stephanie L Shields
CFP®, FIC, RICP   What is this?
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Wealth Advisor
 
 

My Team

Pathway Financial Consultants
 

My Regional Financial Office

SOUTHWEST REGION
 

My Address

3525 Hyland Ave Ste 255
Costa Mesa, CA 92626
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Licensing Information*

  • I am licensed to do business in MN, MO, IL, TX, FL, VA, CO, PA, AR, WI, MA, LA, NC, OH, AZ, TN, GA, NJ, MI and CA
  • AR Life/Health Insurance License 408863
  • AR Securities Insurance License 2653536
  • AR Variable Annuity Insurance License 408863
  • AR Variable Universal Life Insurance License 408863
  • CA Life/Health Insurance License 0D73522
  • CA Securities Insurance License 2653536
  • CA Variable Annuity Insurance License 0D73522
  • CA Variable Universal Life Insurance License 0D73522

*Licensing is available through your State Insurance Department's website, which can be located through the National Association of Insurance Commissioners website.

Stephanie L Shields

Phone: 949-260-0442
Fax: 949-654-2786

stephanie.shields@thrivent.com

 

Role
As a wealth advisor, I have in-depth experience in the financial industry. I also have completed extensive licensing and accreditation requirements. This allows me to offer you a broader range of products, and assist you with even the most complex financial needs. You decide what level of financial management service you want and I will provide it.

Approach
Today, it's common to have multiple financial goals and concerns. That's why we take a broad-based approach to serving our members. It's important to understand how different factors can affect your financial picture. We'll help you analyze your current situation. Develop an in-depth financial program. And help you implement an integrated financial strategy. Our team can also assist you by providing a product- or issue-based solution, or we can take a values-based approach to preparing for your financial future.

Experience

  • I have been with Thrivent Financial for 19 years.

  • I graduated with a Bachelor of Arts in Political Science/Economics from Hartwick College in Oneonta, NY

Involvement
I am married. I am a member of Christ Lutheran Church in Costa Mesa, CA. In my spare time I enjoy camping, movies, hiking, reading, spending time with family, traveling, volunteering and golfing. I also led a Thrivent Builds Worldwide trip.

Team
I'm part of a team of financial professionals who share my commitment to service. That means I have the opportunity to work one-on-one with you to help you address your financial goals. At the same time, I have access to additional resources and the knowledge of other financial representatives on our team. The result is a more in-depth level of service that ensures your specific financial needs and goals are addressed.

Thrivent Financial
Thrivent Financial is a financial services organization that helps Christians be wise with money and live generously. For more than a century we've helped our nearly 2.4 million member-owners make wise money choices that reflect their values. And we provide opportunities for them to be even more generous where they live, work and worship. With more than $90.4 billion in assets under management and more than $6.9 billion in total surplus (as of 12/31/13), you can be confident in our financial strength and stability.

 

Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial for Lutherans. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents of Thrivent Financial.

Fee-based investment advisory services are available through qualified investment advisor representatives only.

 
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Team
Financial representatives who are also on a team. Gives you access to team members who work together, drawing on their combined experience and specific areas of expertise.

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