Community Highlights: Meet Alison Stine of Stine Wealth Management

Today we’d like to introduce you to Alison Stine.

Alison was born and raised in Southern California. She came to Arizona to study Finance at the University of Arizona’s Eller College of Management. Graduating early and with honors, she then began her Investment Advisory career as a Financial Consultant as her passion lies in helping others. Alison has been Insurance Licensed since 2013 and FINRA Licensed since 2014. She earned her Retirement Income Certified Professional (RICP®) designation in 2019 as her practice has a focus on planning for the distribution of assets in retirement. After over six years she left AXA Advisors (now Equitable Advisors) in 2020 and founded her own firm, Stine Wealth Management PLLC. Stine Wealth Management has a focus on putting clients first. Alison enjoys building long-term relationships with her clients, and loves to see their plan unfold and adjust as time goes on. She meets with clients face-to-face (or virtually) to plan their financial futures.

Alison has much experience in retirement planning, risk management, & tax-efficient strategies. Alison is committed to her clients and their future. Our Founder, Alison, is committed to a client-centric approach when helping her clients plan for their financial future. As an Independent Financial Advisor of GWN Securities, Inc. Alison enjoys that she can provide all options to clients with great partnerships for all investment & insurance product offerings. Civic duty is important to Alison, she is the President of the PhoenixCats board through the University of Arizona’s Alumni Association, as well as volunteers through New Pathways for Youth mentoring an at-risk youth in Phoenix. Alison is an Active Member of the Tempe Chamber of Commerce & is very involved with her Parish, St. Maria Goretti Catholic Church. Alison lives in beautiful Scottsdale with her husband Billy & their puppy Jordy.

We all face challenges, but looking back would you describe it as a relatively smooth road?
2020, was a tough year for most. I am very lucky that I was not too impacted by the pandemic as others were, although it was a tough year to launch my firm. Trying to work from home with a hyper puppy and a split office with my husband did not work too well, I quickly had to find a safe and suitable office for the company. A lot of what I do involves others, whether it is networking, events, or in-person client meetings – so it was a big shift to stay active in the community and connect with my clients in a virtual world. I dealt with a lot of stress towards the end of 2020, but had to remind myself to stay positive, keep moving forward, and work to the next step with a clear vision in mind.

As you know, we’re big fans of Stine Wealth Management. For our readers who might not be as familiar what can you tell them about the brand?
As an Independent Financial Advisor I have the ability to truly put the client first. It is refreshing to have access to various investment & insurance options so that I can put together a customized plan for my clients, opposed to a cookie cutter model. I specialize in Retirement Income Planning, what that addresses is how someone shifts from accumulating assets to distributing them in retirement. Making sure they pull from the correct accounts taking into consideration taxes, inflation, longevity, interest rates, & volatility. I pride myself on building life-long relationships with my clients and reviewing and adjusting their retirement plans as life evolves. Stine Wealth Management is Committed to Your Future, we want to help you plan and save to reach your financial goals along the way and into retirement.

What matters most to you?
What matters most to me is living a full life. I see so many people who are unbalanced, they put everything into work and neglect their physical and mental health. I hope more people continue to find passions and build businesses that allow them some balance. We all need to take care of ourselves, as well as the relationships we have with family and friends. It is important to disconnect sometimes, leave the technology at home, meditate, and be content. In the ‘go go go’ world we live in so many people are chasing a goal but forgetting to live along the way.

Contact Info:

• Email: alison@stinewealthmanagement.com
• Website: https://www.stinewealthmanagement.com/
• Facebook: https://www.facebook.com/stinewealthmanagement
• FINRA’s BrokerCheck: https://brokercheck.finra.org/

Image Credits
Yasmin Tajik – Shalimar Studios