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Stephanie Van Albert

CFP®

Principal Wealth Advisor

Get to Know Stephanie…

Favorite part about working at Moneco:
Getting to know clients better and building relationships with them.

Favorite thing to do outside of work:
Cooking, kickboxing, yoga, running, kayaking and spending time with family and friends!

Favorites

Quotation: “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” – Maya Angelou

Vacation Destination: Newport, Rhode Island

TV Show or Movie: Scandal or Billions

Band or Music: Pop

Sports Teams: Quinnipiac Bobcats and the Washington Nationals

Since joining Moneco Advisors in November 2020, Stephanie has built relationships with many of the firm’s clients, focusing on their financial planning needs. Recently promoted from Associate Wealth Advisor to Principal Wealth Advisor at the firm, she works diligently getting to know our clients and their families.

In early 2025, Stephanie was awarded the “Emerging Leader Award” for Women In Business by nominations received through the Fairfield Chamber organization. Stephanie was also nominated as a Next-Gen Rising Star Finalist in the ThinkAdvisors’ Luminaries Award 2025 for her dedication and innovation in financial planning. To view criteria/methodology for the Next-Gen Rising Star Award for ThinkAdvisors Luminaries Award 2025, please click here.

Experience:
Stephanie began her career working in financial planning at a firm in Guilford, Connecticut. At this firm, she earned her CERTIFIED FINANCIAL PLANNER™ professional certification.

Education & Certifications:
Stephanie came to Connecticut in 2014, where she attended Quinnipiac University, earning a bachelor’s degree in finance.

Personal:
Stephanie is a native of Silver Spring, Maryland. She now lives in Black Rock, after spending time in Stratford and New Haven. She volunteers with the Literacy Volunteers of Southern Connecticut, a group focused on tutoring within the community. She is also a member of Fairfield Emerging Leaders Organization (FELO), a professional group within the Fairfield Chamber of Commerce as well as a member of the Financial Planning Association (FPA). Outside of work, she loves staying active with her friends and family.

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