Stefanie West
Senior Account Executive
3923 Grand Avenue
Oakland, CA 94610
(800) 966-4040
stefanie@libertygroupllc.com
Stefanie West is a Registered Representative and Senior Account Executive for Liberty Group, LLC. She currently maintains her Series 6 and Series 63 licenses.
She specializes in managing investment portfolios and retirement planning for individuals and families. Other areas of expertise include: tax minimization strategies, 1031 Tenants in Common Exchanges and annuities; estate planning and life insurance; long-term care planning and long-term care insurance; and education planning and 529 plans.
In addition to her work as a Senior Account Executive with Liberty Group, Stefanie West is also an estate planning attorney with Hollander & Hollander. As an attorney, Stefanie’s practice is exclusively focused on estate planning, trust administration, probate and Medi-Cal for long term care.
Stefanie received both her B.A., summa cum laude, and her law degree from the University of California at Berkeley. Stefanie spent her last year of law school studying at Harvard Law School, and graduated at the top of her class.
After receiving her J.D., Stefanie completed a prestigious federal judicial clerkship for The Honorable David F. Levi, Chief Judge of the Eastern District of California.
Before joining The Law Offices of Hollander & Hollander, Stefanie worked for Wall Street and San Francisco law firms.
In her spare time, Stefanie volunteers with Junior Achievement as a second grade teacher at Parkmead Elementary School in Walnut Creek. Stefanie enjoys teaching financial literacy to elementary and middle school students. She also is a frequent speaker at parent groups, where she discusses ways parents can teach their children the basics about money.
Stefanie is a member in good standing of the California Bar and belongs to the Diablo Valley Estate Planning Council.