About Stephanie

About Stephanie


SEC Financial Services LLC, was founded in 2020 with the purpose of providing comprehensive financial planning services to businesses and individuals.

This company was formed in the midst of a global crisis, the “COVID-19” pandemic, to help all small businesses manage their finances in a state of emergency; and in turn, each individual who was affected by this economic crisis. We deliver personalized financial advice to help you and your business achieve your goals, for us is very important to understand your needs and your actual situation, to help you plan your lifelong income, retirement, and make smart investment decisions.

Why Choose Me?

  • Bachelor in Business Administration UNAPEC University APEC
  • Masters in Food & Beverage UNAPEC University APEC
  • Certified in Casualty & Property - American School of Business
  • Authorized dealer for QuickBooks Payroll
  • Certified Proadvisor for QuickBooks Online
  • Notary Public - National Notary Association Certified Agent
  • Bilingual - Fluent in English and Spanish


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