top of page
Coffee Shop With Plants

ABOUT

Cane Bay Financial Planning LLC

Stephanie Harvey is our Financial Planner. She has been working in several areas of the financial and insurance industry since 2012. She and her husband Kyle have two kids. They are an active family with a love of the outdoors, snowboarding, surfing and hiking. No matter where she works or spends her time, Stephanie has a passion for guiding people to success. 

 

Today she helps individuals and businesses to develop a plan to work towards their goals.  She has earned the designation Retirement Income Certified Planner, has passed the financial exams including series 7, 63, 65 and has her life and health insurance license. Continuing education and keeping up with certifications is one way she stays up to date the current information and is able to provide what is best for her clients. 

Stephanie will guide you through her process every step of the way while making sure you are growing closer to your goals eac year. She recognizes every person is unique and makes sure to customize the strategy to each individual. The attention she gives to her clients is unmatched.  

Mae Reategui is the Tax Preparer for Cane Bay Financial Planning. 

Frank Kellert is our Networking Manager. He helps us to stay connected with the community. You might see his friendly face at a local event. 

mae trees.JPG
Team

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

bottom of page