Silvia “Stephanie” Falconi, CRPC®
Since my graduation from Brown University, I have dedicated myself to helping others achieve their financial goals. Even though I now have over 6 years of experience in the financial services industry, my mission started long before that. In 1994, shortly after leaving Ecuador, I got accepted into Mott Hall, an elementary school in New York City for ‘gifted’ kids. In fifth grade, we had a group of Wall Street brokers come talk to us about owning and trading stock. I was amazed at the potential value of investing.
Today, I work with people who are ready to take charge of their future. Whether it’s buying a house, building a successful business or earning a degree, we have a better chance to accomplish our goals if we are willing to commit to a strategy to plan for them. Ultimately, planning is important for all of us to have flexibility and peace of mind. I know money can’t buy peace but you can’t have peace if you are constantly worried about the future of your hard earned savings.
Many individuals are choosing to leave their future to chance by investing money without having a purposeful strategy. This is like entering a major university and expecting to graduate without having a curriculum or a professor. Rather than aiming for a fixed amount of money to retire on, life is about managing change. As a Financial Advisor, I can build a customized plan tailored to your goals. Unless you have a plan, you may not be equipped to face the changes and challenges that are guaranteed to come your way.
I provide service to clients through Ameriprise Financial Services, Inc. During my free time, I can either be found surfing in Satellite Beach, attending worship at Calvary Chapel with my fiancé, or teaching the Empowerment Series at the YMCA. I recently started volunteering for the Indialantic Rotary Club and also enjoy helping coach the ladies of the Florida Tech Tennis team. I have a tremendous passion to serve others and that’s what drives me.
Advisor is licensed/registered to do business with U.S. residents only in the states of [Insert the state(s) the advisor is licensed in]. Ameriprise Financial cannot guarantee future financial results. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
