Jeanna Fifer, CFP®, CPWA®
Cordis Financial; Minneapolis, MN
Jeanna Fifer is a Financial Planner and Partner with Cordis Financial in Minneapolis, MN. Jeanna started in financial planning after graduating from the University of Minnesota in 2008. Through an internship in college she saw first-hand the impact that holistic financial planning can have on people’s lives.
Over the years as a financial planner, Jeanna has enjoyed working with clients helping them to better understand their position and supporting them as they make decisions. Jeanna is an active member of the Financial Planning Association of MN; she served as the chapter president in 2016 and received the 2019 Distinguished Service Award.
She lives in Minnetonka, loves board games and is always interested in a must-watch recommendation.
Stephen J Hazel, CFP®
Magnificent Life Financial Planning; Tempe, AZ
Stephen Hazel is a fee-only financial planner based in Tempe, AZ. He works with a wide range of clients in identifying and pursuing their life’s goals. He is a CERTIFIED FINANCIAL PLANNER™ and transitioned to the financial advisory business in early 2008 after spending nearly two decades in banking.
Stephen attended Occidental College in Eagle Rock, CA, studying physics and engineering, and after that, graduated from Arizona State University, earning a BA in Japanese, which he speaks conversationally. He acquired a Master’s in Business Administration from Grand Canyon University. He has been a senior-level executive with extensive financial administration and accounting experience in start-up companies and community-sized financial institutions.
Stephen is also devoted to education; he has been an Adjunct Faculty member for Rio Salado College and has been actively involved in the local community, having served on various charitable boards and organizations in support of education.
He coached the triathlon program for the Desert Mountain States Leukemia and Lymphoma Society and is a six-time IRONMAN® finisher and ten-time finisher of the San Diego Rock & Roll Marathon as well as a number of other endurance events. He enjoys reading and outdoor activities when the weather is right! He is the proud father of two sons and a daughter and is a long–time Arizona resident.
Jeremy Levinn CFP®
Financial Life Focus, LLC; Livingston, NJ
Jeremy is a partner and advisor at Financial Life Focus, LLC in Livingston, NJ, where he has worked with fellow Money Quotient practitioner Michael Kay since 2012. To him, the challenging and rewarding work of Financial Life Planning centers around the transformation of clients’ financial lives – from complex, mysterious, overwhelming – to simple, understandable, and above all a tool for living more meaningful lives.
Prior to joining Financial Life Focus, Jeremy worked as a personal trainer and played poker professionally, both of which developed skills that translated unexpectedly well to financial life planning.
He has a B.A. in Government from Wesleyan University.
Lexi Olian, CFP®
Humphreys Group; San Francisco, CA
Every day, I’m driven by a desire to make a difference in my clients’ lives and take one less concern off of their shoulders, rooted in more than 30 years of experience in service-oriented professions — first, in the nonprofit sector, and now in the financial planning world. I’m continually fascinated by the way money shapes every aspect of our lives yet it’s such a difficult topic to discuss, even with our close friends, family members and relatives. At The Humphreys Group, our mission is to change that mindset, dispel our clients’ fears and help them feel more confident and secure about their financial future.
In particular, I work closely with women investors and strive to demystify their finances and help them solve problems to achieve their goals. I often find that my clients are engaged, self-reflective and interested in making choices for themselves, especially when it comes to both financial and retirement planning. Money can have a critical impact a woman’s security, self-worth and independence, so I focus on helping my clients understand their choices and frame their financial plan around their values and priorities. For me, it’s important to show people that money is a tool they can learn to manage, so I provide my clients with clear, impactful information they can use to facilitate their financial decisions.
In my opinion, financial planning shouldn’t be complicated. I’m committed to building real, long-term relationships with my clients, and my top priority is to make recommendations based on what matters most to their lives. I’m a Certified Financial Planner™ professional and hold a Master of Nonprofit Administration (M.N.A.) degree from the University of San Francisco, as well as a Bachelor of Science (B.S.) degree in International Agricultural Development from the University of California–Davis.
Willam Pitney , MBA, CFP®, AIF®, CeFT®, CLU®
San Mateo, CA
For 18 years, William has been helping busy professionals and business owners to get out of the pressure cooker. He founded FocusYOU to provide practical financial advice, personalized solutions, and coaching to help you achieve your life goals and aspirations.
William is passionate about working with women and families to achieve their life goals and protect their lifestyles. He became a financial planner after witnessing the devastating effects that poor advice had on his mother-in-law following the death of her husband.
William is an active member of the FPA and FPA NorCal Conference.
Originally from Louisville, KY, William has lived in the SF Bay Area for 25 years. He is an avid sports fan, loves March Madness and the NBA playoffs. He enjoys music, food and traveling. He has coached flag football and little league and volunteers with organizations focused on children. He is learning to speak Mandarin Chinese.
Jason A. Smith CFP®
Hausman Advisors; Portland and Hood River, OR
Jason A. Smith, CFP®is a wealth advisor and managing principal for Hausman Advisors, a Registered Investment Advisory firm with offices in Portland and Hood River, Oregon since 2005. A life-long learner and educator alike, Jason is passionate about helping people discover and act on what is most important to them about their wealth and their lives. For a decade prior to becoming a financial professional, Jason was a fishery scientist and natural resources consultant, working for a globally recognized river engineering firm based in Hood River. In his free time, Jason enjoys biking, fishing, skiing, hiking and camping with his wife and two children.