Stephanie Kerns, CFP®, APMA™, CDFA®

With over 20 years of experience guiding clients through pivotal financial decisions and life transitions, Stephanie serves as a Personal Office® Advisor at NorthRock. She is passionate about working with families and empowering women—particularly those who are single, divorced, or widowed—by helping them build clarity and confidence in their financial lives.

Stephanie’s expertise includes divorce planning and multi-generational wealth strategies. She partners with clients to create personalized plans that support their goals today while building a strong foundation for the future, believing that great advice should simplify complexity and create opportunities for peace of mind and meaningful impact.

Recognized among Forbes Best-in-State Women Wealth Advisors in 2025 and as a Five Star Wealth Manager from 2023 to 2025, Stephanie is known for her caring approach and disciplined financial guidance. She combines deep technical knowledge with a genuine commitment to understanding each client’s story and values.

Professional Designations and Associations

  • Bachelor of Science, Business Administration | University of Phoenix
  • Certified Financial Planner (CFP®)
  • Certified Divorce Financial Specialist (CDFA®)
  • Accredited Portfolio Management Advisor (APMA™)
  • FINRA Series 7, Series 66
  • Forbes Best-in-State Women Wealth Advisors, 2025
  • Five Star Wealth Manager, 2023-2025

Professional and Community Involvement

  • Member of the Financial Planning Association

Personal Life

Outside of work, Stephanie enjoys cooking and baking, practicing yoga, and reading. She is also a proud mother to her three children, Annabelle, Molly, and Jesse.