STEFANO LANCI

STEFANO LANCI

ASSOCIATE

Stefano is our newest Associate at Guided Wealth, LLC. A highly entrepreneurial graduate of Babson College, Stefano concentrated in economics and finance, where he cultivated a deep passion for equity research.

At Babson, Stefano actively participated in various organizations, which further fueled his enthusiasm for financial planning. His commitment to helping individuals achieve their financial aspirations and long-term goals is a testament to his dedication to the field. Stefano brings a unique flair for creativity to the team, constantly exploring new possibilities and innovative solutions to exceed client expectations.

In his free time, Stefano enjoys golfing, fishing, and relaxing with music. His youthful intelligence and dynamic approach to problem-solving make him a valuable addition to Guided Wealth, LLC.

Stefano's dedication to client success and his innovative mindset positions him well to assist clients in achieving their financial goals and chosen lifestyles.