Stephanie Lee is a CFP® and holds a Series 65 license with 17 years of industry experience. She has been with East Rock Financial Services, LLC since 2008. Outside of her financial advisory role, she is also a musician, performing under her own name. East Rock Financial Services provides investment management and financial planning to individuals, high-net-worth clients, trusts, and estates, with a focus on asset allocation, diversification, and periodic rebalancing. The firm dedicates significant time to comprehensive financial planning and employs fixed-fee planning engagements, serving a small client roster with approximately $111 million in discretionary assets under management.

Rebecca Contin is a CFP® professional with 14 years of industry experience, currently serving as an advisor at East Rock Financial Services, LLC since 2013. She holds a Series 63 designation and is also a director of Contin Seeds, a hybrid seed development company. East Rock Financial Services provides investment management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes asset allocation, diversification, and periodic rebalancing, offering discretionary portfolio management alongside standalone financial planning engagements through a principal-led service model.