Renee Stene's Linkedin Analytics

Caring for your goals and what's most precious in your life takes intention and careful planning. What are your aspirations and dreams? What do you need to get there? I help my busy clients find the delicate balance between planning for their short-term needs and long-term aspirations. I help clients prepare for the future while living for today. To do so, I work diligently to understand their goals and together we address key areas: - Intention: Are you spending intentionally and what are your big dreams? - Investments: Is your portfolio growing? Are you taking too much risk or not enough? - Cash flow: Do you have an emergency reserve? Do you know what you are spending vs. saving? Are you saving enough? Fiduciary Standard. I have built a practice dedicated to putting my clients first and focusing on what matters most in their lives. I believe my clients refer to me as their friend because they appreciate my diligence, reputation and skill. I enjoy working with my clients to help them live their best life possible. As the mom to a micro preemie, I understand how precious life is. Helping clients pursue what’s meaningful to them is personally gratifying. I have served as a volunteer for Rotary International, the Visual Arts Center, and the Library Foundation. Having grown up on a farm in South Dakota, I was the first in my family to attend college. I am passionate about the power of education and having meaningful work. If you’re ready to take the next step toward achieving your vision of financial freedom, please message me to schedule a complimentary consultation. I look forward to getting to know you. [email protected] www.weddingtonadvisors.com Series 6, 7, 63 Registrations held with LPL Financial Series 65 Registration held with Great Valley Advisor Group *Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Weddington Advisors are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.