Stephanie Page Stephanie Page

Client Services Associate and Marketing Assistant

Stephanie Page is our Client Services Associate and Marketing Assistant at Seaside Wealth Management. She assists the team with all account related service requests like opening new accounts and account transfers. Stephanie has direct exposure to the marketing efforts of the firm, and she also assists with compliance related requirements, human resources responsibilities and oversees day to day activities to ensure the office runs smoothly. Read More

Stephanie Page
Client Services Associate and Marketing Assistant

Stephanie Page is our Client Services Associate and Marketing Assistant at Seaside Wealth Management. She assists the team with all account related service requests like opening new accounts and account transfers. Stephanie has direct exposure to the marketing efforts of the firm, and she also assists with compliance related requirements, human resources responsibilities and oversees day to day activities to ensure the office runs smoothly.

Stephanie has over 5 years of experience working in the financial services industry in London, United Kingdom and is a wonderful addition to our team. Stephanie is an English native who now resides in Carlsbad with her husband and 2 German Shepherds.

Outside of the office, Stephanie enjoys a healthy and active lifestyle, competing in triathlons, volunteering for local charity races and events, hiking mountains, and is an avid jigsaw puzzler.