Stephanie Woods
| Advisor | Woman | Wife | Mom | Guiding people down the path toward financial independence.
- Role
- Certified Financial Planner & Wealth Manager at Capital Asset Management, Inc
- Location
- Oklahoma City, OK, US
- LinkedIn followers
- 500 followers
About Stephanie Woods
It all started with a savings account that my dad would match, dollar for dollar, anytime I made the \"financially responsible\" decision to save my allowance instead of spend it. There, at seven years old, the seed was planted. Though I didn\'t initially start my career in the financial sector, the deep-rooted passion for my own financial well-being eventually landed me in a position where I could grow in this field and share my knowledge with others. I love this industry and I love helping people. For me, it truly is the Best. Job. Ever.As a financial advisor, I have one goal: Turn my passion into purpose.If you are interested in having a conversation about your own financial wellness, I\'d love to hear from you. Let\'s chat! Capital Asset Management is a marketing name. Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a Registered Investment Adviser.
Experience
Certified Financial Planner & Wealth Manager
Nov 2018 — Present · Oklahoma City, OK, US
Capital Asset Management, Inc. was formed with the vision to help people make smart decisions with their money now in order to frame their future and retire in comfort. You-along with each of our clients-are different, and we understand each individual and family has a unique financial situation to consider when creating a financial plan.
Education
Northwestern University
Financial Planning
2021 — 2022
Oklahoma State University
Bachelor of Science (B.Sc.), Nutritional Sciences with emphasis on Exercise
2005 — 2009
Skills
- Team Building
- Microsoft Word
- Medical Sales
- Training & Development
- Time Management
- Makeup Artistry
- Customer Service
- Microsoft Excel
- Sales
- Account Management
- Annuity Sales
- Leadership
- Health Insurance
- Supervisory Management
- Marketing
- Long Term Care Insurance
- Life Insurance
- Medical Devices
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