Advisory Board

 

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.

cordisfinancial.com

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.

magnificentlifefp.com

Devon Klumb , CFP®, BFA
Truepoint Wealth Counsel; Cincinnati, OH

Devon Klumb is a CERTIFIED FINANCIAL PLANNER ™ and Behavioral Financial Advisor® at Truepoint Wealth Counsel in Cincinnati, Ohio. For Devon, financial planning is a higher calling—a way to help people articulate and cultivate the ideal future in which they want to live. In his role at Truepoint, he introduces individuals and families to the Truepoint client experience by developing a deep understanding of their beliefs, emotions, and goals to help them determine if Truepoint is the right fit. Devon also helps Truepoint’s advisors and specialists facilitate Life Planning experiences with their clients.

In his free time, Devon enjoys spending time on the golf course, playing guitar, listening to old music, and hanging out with his family—Liz, Jack, Nora, Molly, and Piper.

truepointwealth.com

Willam Pitney , MBA, CFP®, AIF®, CeFT®, CLU®
FocusYOU; 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.

focusyou.com