Megan Bishton
Associate Financial Planner
megan.bishton@stokerostler.com
Megan works closely with clients to help guide them through our comprehensive financial planning process. She helps gather financial data and organize the information into personal financial statements that are an integral part of the financial plan. She uses these financial statements to complete a lifestyle plan that considers client’s needs, wants, and wishes leading up to and throughout retirement. She collaborates with Cody Amis and Chad Bruening on other areas of the financial plan including income taxes, insurance and risk management, and estate planning. She has been working with high-net-worth families for over ten years. Megan has been an integral part of the Stoker Ostler team since she joined in 2000, having served in variety of roles prior to becoming an Associate Financial Planner.
Megan received a Bachelor’s degree in Business Administration from the University of Phoenix. She is currently attending California Lutheran University where she is a candidate for a Master of Business Administration degree in Financial Planning. She is also a candidate to become a CERTIFIED FINANCIAL PLANNERTM professional. She is a member of the Financial Planning Association, Phoenix NexGen Chapter of Young Financiers, and the East Valley Estate Planning Council. .
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
