Stephanie Curry

Stephanie Curry is Assistant Vice President of Advanced Sales in Pacific Life's Annuities & Mutual Funds Division overseeing the area responsible for assisting brokers in individual case design and implementation.

She has over 25 years of industry experience, which includes advanced marketing consulting and sales for both Chubb Life and Aetna. Her experience encompasses a variety of financial positions from individual inside and outside sales, wholesaler, advanced life consultant, and advanced annuities consultant. Stephanie has sold a broad spectrum of financial service products including: annuities, mutual funds, life insurance, and property casualty products. Her focus for the past 12 years has been on charitable giving and retirement planning strategies. She is also a certified continuing education instructor in all states and provides business building services by delivering presentations and conducting seminars and workshops on: Annuities & Mutual Funds, Portfolio Optimization, IRAs, Gifting Opportunities, 529 Plans, CRTs, Retirement Income Planning, and Retirement Income Accumulation.

Stephanie received her bachelor's degree in psychology from the University of Rhode Island and holds a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Fellow, Life Management Institute (FLMI), professional designations. She has completed comprehensive training on advanced planning techniques, and is published in such topics as estate, charitable, and retirement planning.