Stephanie Bueno

Financial Advisor

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Because Family Comes First

State(s) Licensed: AZ, CA Insurance Lic. #0M21925, IN, MT, NV, OR, SD, TX, WA

Phone: 661-927-0825

Address:

45314 Pickford Avenue
Lancaster, CA 93534

Because Family Comes First

State(s) Licensed: AZ, CA Insurance Lic. #0M21925, IN, MT, NV, OR, SD, TX, WA

Helping you build a strong defense for the people you love

Whether you are building for the future, protecting what you have already worked hard for, or preparing for the unexpected, my focus is helping families feel secure and confident through every stage of life.

Life does not always follow a straight line. Having the right financial protection in place helps ensure your family is prepared, no matter what comes your way. Together, we build a strong financial defense so your family is not caught off guard when life throws a curveball.

Your Goals and Values Come Shape our Gameplan

Your family, your priorities, and your values set the game plan for every recommendation we make together.

Have you taken time to make sure your family is protected if life takes an unexpected turn? Are your financial decisions aligned with what matters most to you today and where you want to be tomorrow?

My role is to help you stay on offense with your goals, while making sure you have the right protection in place to handle life’s challenges.

How I Help Families Prepare and Protect

I help families put the right strategies in place so they are not scrambling when the unexpected happens. Planning ahead allows you to stay focused on what matters, rather than reacting under pressure.

Areas of focus include:

Retirement planning
Investment management
Income protection for loved ones
Tax-efficient strategies
Charitable giving and legacy planning
Trust management
Educational forums and collaborative opportunities

Together, we create a well-rounded approach that supports both growth and protection.

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Location

Lancaster Office

Lancaster Office

Phone:: 661-927-0825

Hours

M – F: 9 a.m. – 5 p.m.

Address

45314 Pickford Avenue
Lancaster, CA 93534