Wendy Stefani, CFS has spent the last 30 years in the financial services industry working with employer-sponsored 457 plans. Shortly after graduating from the University of Oregon as a third-generation Duck, Wendy moved to Portland to join her twin sister, Melinda and start her career at Aetna Financial Services, then ING Financial Partners and now Voya Financial Advisors.
Wendy is a Financial Adviser and holds an Oregon Life, Heath and Variable annuity license and FINRA Series 7, 24, 63 and 65 securities registrations. Wendy also holds the Certified Fund Specialist (CFS) designation.
Wendy’s experience and knowledge of the Oregon PERS pension’s three tiers has evolved after 30 years of servicing the needs of government employees. She focuses on PERS education that starts from new employee orientation training to retirement readiness seminars.
She believes the best part of working with clients is the opportunity to create a roadmap for a successful journey to a secure retirement while building a lasting relationship.
Wendy is a native Oregonian and lives in the Portland area. She has two daughters and is active in her community. She is on the board of the Christmas for Kids Foundation, a local non-profit that provides winter clothing for hundreds of children each year. She enjoys traveling, gardening, and cooking for family and friends.