
Stephanie Bashardoust
A 24 year veteran of the Financial Services Industry, Stephanie brings a wealth of knowledge and experience to... | 6809 Fairwind Court, Loveland, United States
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Stephanie Bashardoust’s Location 6809 Fairwind Court, Loveland, United States
Stephanie Bashardoust’s Expertise A 24 year veteran of the Financial Services Industry, Stephanie brings a wealth of knowledge and experience to retirees, pre-retirees and conservative investors and business owners. Stephanie started her career with a Series 7 and 63 license with Fidelity Investments in 1996 and moved to Lincoln Financial Advisors in 2006 where she spent six years. Over the last several years, Stephanie has consulted and advised clients in the area of wealth conservation, wealth preservation and wealth transfer. During the last few years, Stephanie has realized that most investors desire to have a Fiduciary Advisor that is fee based and not commission based. Stephanie offers a high quality Private Wealth Manager platform representing some of the very best managers in the country if not the world. Stephanie will focus on helping clients understand and implement the most suitable investment objectives. Stephanie is a former member of the Loveland Chamber of Commerce, has Chaired the Membership Committee and co-Chaired the 1st Annual Chamber Business Expo. Stephanie is a graduate of the University of Cincinnati. She lives in Loveland with her husband of 21 years, Navid, and their four children Luke 21, Hannah 19, Maria 16, and Alec 13
Stephanie Bashardoust’s Current Industry Starsource
Stephanie
Bashardoust’s Prior Industry
Horter Investment Management
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Work Experience

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Financial / Accounting
Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Horter Investment Management
Estate Planning and Asset Management
Sat Sep 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)