Community

Building Community Connections

Our team seeks to bring our communities more joy, peace, confidence, and financial security, and we’re honored to support the following causes.

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Recognizing our Staff in the Community

Our staff is committed to community outreach and dedicating time to causes that are important to us. The following staff members have been recognized as pillars of the community, through volunteerism and philantrophy. It is our sincere honor to recognize them.

Becky Robey, CFP®, CDFA®, BFATM

Honorable Mention - Volunteer of the Year, 2024 Invest in Others Award

Events for Our Clients

In-Person Economic Update

Economic Update Hosted by Stonebridge Financial Planning Group, LLC featuring commentary from Paul Peterson, Regional Vice President of First Trust Portfolios. Paul is a Winter Park resident. First Trust Portfolios home office is located in the Chicago area and their commentary and analysis is provided by Chief Economist Brian Wesbury and Bob Carey, Chief Market Strategist, both who can be seen regularly on various Fox Business shows.

Ladies Holiday Luncheon

Client Appreciation BBQ

Follow the Path to Your Dreams

At Stonebridge Financial Planning Group, we’ll create a solid pathway to take you where you want to go.

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