WealthStep+ & Planning

WealthStep+ clients have access to a team of seasoned financial planning professionals and support team, on a project basis. To learn more, or to initiate a financial planning consultation, email info@WealthStep.com.

A partial list of professionals is as follows:

Ryan Chavez, CFP® (Certified Financial Planner), Associate Advisor

Lisette Smith, CFP®, Advisor

Jay Hurford, CFP®, Advisor

Donna Castillo, FPQP™ (Financial Paraplanner Qualified Professional)