Stephanie Dyane Photography - 2017 -0983BW*.jpg


Viewpoint - Pleasanton

My 20 years in the financial field and my work with the Viewpoint team since 2006, starting in Operations, have allowed me to become familiar with all levels of the work we do.

I am a licensed Notary Public, and I supply that service to our firm and clients as well as doing account reallocation and rebalancing. I enjoy contributing to the process of helping clients achieve financial security so they can reach their long-term and short-term goals, and to help them understand the process.

I enjoy cooking and my family—sometimes both at the same time. I often cook Indian food unless I have other instructions from my family. Our annual vacations have included zip-lining, hiking, and even waiting for delayed flights, which is all fine, so long as we are together.

FINRA Series 6, 7, 63 and 65 registrations held through Commonwealth Financial Network

A.A., Business, Chabot College

A.S., IT, ITT Technical Institute

Coursework in Financial Services, Cal State University, East Bay

CA Insurance License #0E15005


7011 Koll Center Parkway, Suite 260, Pleasanton CA 94566   |   925-227-8858   |