Santa Ana, CA

This is all I do, Retirement Plans! Half of financial advisors only manage 1 or 2 plans, our team has set up over 700 plans during my 25 years+ career.

Yes investments are important, but plans are overseen by the DOL or IRS, design your retirement plan to fit your needs AND the laws.

Stephanie Reese joined Pensionmark in 2016 but has been in the financial industry for over 20 years. After receiving her B.A. in Economics from Scripps College, she joined John Hancock where she assisted individuals and small businesses with their life insurance and investment needs.

Stephanie holds the honor of being the only female associate to finish in the Top 10 of her John Hancock national division in 2006. Also in 2006, she was awarded the John Hancock Spirit Award and, in 2008, she was named the Southern California Johnson Agency’s Production Leader in Long Term Care Insurance. During the years of 2017– 2022, she was nominated for “Top Female Advisor” by the National Association of Plan Advisors (NAPA). In 2018, 2019 & 2020, she was nominated for NAPA’s “Young Gun” award – Top Retirement Plan Advisors Under 40. She received the honor of NAPA’s “Young Gun” award in 2018 & 2019. Finally, in 2019, she was named “All Star of the Year” by Pensionmark Financial Group, LLC.

In her free time, Stephanie and her husband enjoy traveling to wherever good food and wine can be found!

The National Association of Plan Advisors, a branch of the American Retirement Association, has put out a list of women advisors who are making significant contributions to a male-dominated profession. The list includes 3 categories of advisors, all chosen based on qualitative and quantitative responses related to their retirement plan practice and their experience throughout their career in the industry.

The three categories include:

Captains: All-stars who happen to be principals, owners, or team captains of their organizations.

All-Stars: Top producers who have their own practice.

Rising Stars: Top producers who have less than five years of experience with retirement plans as a Financial Advisor (some have been working with plans longer, but not as a plan advisor).