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Annette Findling, CFP®

Annette Findling, CFP®

Stonebridge Wealth Advisor’s Founder, Annette Findling has spent over two decades of her career in wealth management working towards growing, protecting, and preserving her clients’ investments.

With a client-service philosophy centered in education, Annette works in lockstep with her clients and develops personalized wealth management strategies that serve her clients’ distinct needs. Known for asking questions and understanding each client’s personal landscape before making recommendations, her thoughtful approach removes the mystery from future planning. With the help of Annette’s signature clarity and informed guidance, her clients are able to make confident decisions on behalf of their future goals in pursuit of long-term peace of mind. Annette is known for her hard work, sharp-wit, and candor. 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 tell a clear story of the potential pathways to growth and the possibilities for the future.

Annette received her bachelor's degree from Michigan State University.

When not in the office, Annette serves on The Board of Directors of the Magnificent Mile Association and is dedicated to spending time with her family at their Winnetka, Illinois home. Her two high-school aged sons perform in several bands and are currently working on their third album. Annette and her husband enjoy the view from the “front-row seats,” while they cheer on their sons’ budding musical aspirations.