Clare and Ed stefan

Ed and Clare Stefan

What inspired you or led to your current career?
Ed – After a rewarding career in corporate America I had the opportunity to pursue my ambition of a career in financial planning and in 2002 earned a CFP® designation. I recruited Clare in 2010 from her corporate career as she had many skills to bring to our growing business helping our clients plan for a financially secure retirement.

How long have you lived or worked in Sandy Springs?
We have been in Sandy Springs for 12 years, since 2008, when we moved from the East Cobb area. We fell in love with the area, found a property with a private backyard pool and spa and a home that happened to come with it.

What do you love about Sandy Springs?
It is a beautiful area and it has been so easy to make fabulous friends here.  We also love the accessibility and convenience of Sandy Springs.  But mostly we love being connected; everyone welcomed us with open arms. We immediately found ways to get involved in the community starting with the Sandy Springs Perimeter Chamber followed by Leadership Sandy Springs where Clare is on the Board of Directors and Secretary.

Choosing anyone who would you like to have lunch with?
Ed – any surviving US astronaut who walked on the moon.

Clare – Jacqueline Kennedy – I would love to learn more about her life.

 

If you could travel anywhere right now where would it be?
We love Paris and had a wonderful trip planned for September to celebrate our 30th anniversary. We were to start in Paris then on to the wine country on a river cruise and then to Cannes but due to COVID 19 we had to reschedule to next year.  Australia and New Zealand, Machu Picchu and Easter Island are also on our bucket list.

What is something unique about you?
Ed – I love total eclipses and have traveled all over the world to see them. I have seen 3 in person. I am an amateur geologist and know a lot about the Norman Conquest of England.
Clare – 2 things – I am an avid golfer and I just got my first hole in one. I studied French from 7th grade through college and would love to be able to speak fluently.

What advice would you give to people?
Start saving early, live below your means, avoid debt, have a rainy-day fund, eat well, exercise, and find a great chiropractor.

What makes you happy?
Ed – Seeing Clare happy, smiling, and laughing and on the beach reading a book.
Clare- Spending every day with Ed appreciating the life we have, enjoying our backyard spa time, and our friends.

What words come to mind when you think of the word home?
Sanctuary, Peaceful, Private, Comfort, Security

 

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC.

Advisor Services through JW. Cole Advisors, Inc. (JWCA)

Active Financial Group, JWC, and JWCA are unaffiliated companies.

 

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