Tessa Steinemann
Guiding Independent Women Through Life’s Financial Transitions 🌿 Divorce, Widowhood, & Beyond | CFP®, CDFA® | Financial Confidence Starts Here
- Role
- Managing Partner at True Alpha Wealth Management
- Location
- Sandusky, OH, US
- LinkedIn followers
- 500 followers
About Tessa Steinemann
I’ve always believed in doing things the right way, not just the easy way. It…
Experience
Managing Partner
Oct 2024 — Present
As Managing Partner and Certified Financial Planner professional for a boutique wealth management firm in Sandusky, OH, I help my clients plan for their financial changes during major life events such as retirement, divorce, or loss of a loved one. We offer highly customized financial planning and investment solutions to help our clients conserve and build wealth, generate income, and optimally manage their risk.
Education
Denison University
Bachelor of Arts
2008 — 2012
Denison University
Bachelor's degree
The Ohio State University
Master of Business Administration (M.B.A.)
2014 — 2018
Skills
- Time Management
- Fundraising
- Econometrics
- Microsoft Office
- Research
- Powerpoint
- Microsoft Excel
- Team Building
- Statistics
- Microsoft Word
- Python
- Macroeconomics
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