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Mary B
CFP®, Series 65
Palm Springs, CA
Stone Steps Financial, LLC
Mary Brennan is a CFP® with nine years of industry experience, currently serving as an advisor at Stone Steps Financial, LLC since 2019. Prior to that, she worked at Dowling & Yanke, LLC from 2015 to 2019. Outside of her advisory role, she operates a bookkeeping business as a sole proprietor. Stone Steps Financial is a fee-only advisory firm serving primarily individuals and high-net-worth clients, offering comprehensive financial planning and investment management. The firm employs a passive, asset-class-based approach using index mutual funds and ETFs to create tax-efficient, low-turnover portfolios tailored to client goals and risk tolerance.
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