Stephanie Keeton Honan, CFP at UBS Financial Services Inc. in Seattle, WA, offers insight-based financial advice tailored to your current position and future aspirations. Honan, a Senior Vice President–Wealth Management Financial Advisor, brings over two decades of experience in investment services, specializing in retirement plans, business advising, and high net-worth individuals. Her expertise extends to working with nonprofits and CPAs across the Northwest.
Recognized by Forbes as part of the Best-in-State Wealth Management Teams and Top Women Wealth Advisors, Stephanie Keeton Honan, CFP is committed to excellence in financial planning. Her educational background includes a Bachelor's degree in political science from WSU and postgraduate finance studies at the UW. Certified as a FINANCIAL PLANNER™, CFP®, she holds a CA Insurance License # 0M74803.
Under the UBS Wealth Way approach, Honan helps clients navigate the dimensions of Liquidity, Longevity, and Legacy to achieve their wealth management goals. Focusing on personalized strategies, UBS Financial Services Inc. collaborates with clients to explore and pursue their financial objectives over varying time frames, emphasizing the importance of risk management in investments.
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