Stonebridge Wealth Advisor’s Founder, Annette Findling has over two decades experience investing and preserving her clients' investments while managing their overall wealth.
Annette partners with her clients to develop personalized wealth management strategies tailored to her clients' distinct needs. She is known for asking questions and understanding each client's personal landscape before making recommendations. This quality, combined with attention to detail and industry-leading research, gives Stonebridge Wealth Advisors' clients confidence in reaching their long-term financial goals.
Known for her hard work, sharp-wit, and candor, Annette sees herself as a teacher, always educating clients as to why she made each recommendation. This fulfills her goal of removing the mystery from financial planning.
Among Annette's many professional attributes, her clients benefit most from her ability to assess complex financial situations, respond with smart, strategic solutions, and communicate her recommended strategies in the simplest of terms. Her strategies and standard of care checklist tell a clear story of the potential pathways to growth and the possibilities for the future.
When not in the office, Annette serves on the Board of The Service Club of Chicago. She and her husband enjoy city living as one son lives in Houston, Texas and their youngest is a senior at California State University in Northridge, California.
Annette is a CFP® professional and she holds a bachelor's degree from Michigan State University.