Stephanie Hammell.
Translating equity, income, and complexity into the freedom to live well, on your own terms.
CFP® · MBA · Series 7 & 66 · CA Insurance Lic. #0J11743Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
The work at Revant.
As a Private Wealth Advisor at Revant Wealth, Stephanie works closely with professionals, executives, business owners, and high-net-worth families to design personalized financial strategies. She integrates investment management, tax planning, risk mitigation, estate planning, and charitable giving into her work, with a special focus on equity compensation and concentrated stock strategies.
Life consists of an enormous number of choices that come at us, and each decision we make has consequences, so the quality of our lives depends on the quality of the decisions we make.
Ray Dalio
Education and credentials.
Stephanie brings over a decade of experience in financial services, having held advisory roles at several prominent wealth management firms. Her expertise includes helping clients navigate complex decisions around vesting, exercising, diversification, and long-term wealth preservation.
She holds a Bachelor’s degree in Business Administration from California State University, Fullerton, and an M.B.A. in Finance. She completed her CFP® coursework through the University of California, Irvine, and holds the CERTIFIED FINANCIAL PLANNER™ designation, along with Series 7 through LPL Financial, Series 66 through Independent Advisor Alliance, and Life & Health Insurance licenses.
How Stephanie works with clients.
Her planning philosophy is grounded in the belief that the greatest form of wealth is the freedom to live life on your own terms, surrounded by those you love, while building lasting financial security.
In the press.
Stephanie’s insights have been featured in media outlets including The Wall Street Journal, HuffPost, Business Insider, Yahoo! Finance, and U.S. News & World Report.
Outside the firm.
Stephanie trains as a purple belt in Brazilian Jiu-Jitsu, applying the same discipline and strategic mindset she brings to advising clients. She is also a partner with Impact Giving, a women-led philanthropic organization, where she serves on the grant committee to help direct funding to high-impact nonprofits. She enjoys traveling, sharing great meals, and spending time with her husband, Nathan, along with their families and close friends.
Have a conversation with Stephanie.
Schedule a conversation
Step one.
Dream freely.
Every Revant relationship begins the same way, a quiet conversation about the life you're building, before any numbers are modeled. Share where you are and what you're thinking through, and we'll take it from there.