About
Welcome to the Health and Wealth Society, where we firmly believe in the mantra: "health is wealth, but also…wealth is health”, because we recognize the intricate relationship between physical well-being and financial stability.
At our core, we understand that financial security is not just about numbers in a bank account; it's about the foundation it provides for a healthy life. We emphasize the importance of wealth in maintaining good health, as it affords you the means to access necessary resources for your well-being.
In our platform, we offer a range of tools and products aimed at promoting both financial prosperity and overall wellness. Our goal is to empower you to achieve a balanced life, where you can thrive in both your physical and financial realms.
Join us on this journey as health and wealth pave the way toward a life of abundance and fulfillment.
Health and Wealth
Abraham Maslow introduced his Maslow’s Pyramid Hierarchy of Needs to the public in 1943. This revolutionizing theory suggested that individuals seek self-actualization, or their ultimate best self, once basic needs are met. Financial security and freedom are vital in fulfilling these needs, enabling individuals to focus on personal growth and fulfillment beyond mere survival. This importance remains true even for those with substantial wealth, as financial stability provides a foundation for pursuing higher aspirations and achieving holistic well-being.
Maslow's Pyramid isn't a precise roadmap, but rather a starting point for navigating towards well-being.
At our organization, we emphasize holistic wellness, recognizing the crucial role of financial, physical and mental well-being in achieving ultimate fulfillment.
From The Author
Hello there! I'm Stephanie, a former NESTA Certified Personal Fitness Trainer turned Investment Advisor, MBA, and Certified Financial Planner (CFP®). With a background in both physical and financial wellness, I'm here to help you navigate the journey towards better health and financial stability.
Beyond the boardroom, I'm a proud purple belt in Brazilian Jiu-Jitsu, and also am a Jiu-Jitsu coach for youth. Coaching youth in this discipline reinforces the values of discipline, perseverance, and a healthy lifestyle – values that beautifully translate into both financial planning and physical fitness.
Within the boardroom, I am a Series 7 FINRA (Financial Industry Regulatory Authority) and Series 66 FINRA licensed professional, holding my CA Accident, Life and Health Insurance License, MBA with a specialization in Finance, and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. What separates me from other personal finance specialists online is that due to my licenses and experience consulting investors, I am under a legal and moral obligation to act as a fiduciary. This means I have to prioritize your financial well-being and give you unbiased, accurate advice. Much of the personal finance information online comes from non-fiduciaries who may not be held accountable for their recommendations. They could be pushing products or services that benefit them more than you, and I’ve seen it happen. With my FINRA licenses, CFP® designation, and extensive financial background, I can provide you with a comprehensive and trustworthy approach to managing your money.
I’m ready to share my unique perspective on this platform no matter where you are on your financial or fitness journey. Think of it as your virtual gym and investment advisor rolled into one! Whether you're a seasoned investor or a fitness newbie, I'm here with the HWS team to provide the tools and knowledge you need to thrive.
Drawing from my experience as a fitness connoisseur and financial expert, my mission is to offer guidance on HWS to those seeking to enhance their overall well-being. From optimizing investment portfolios to crafting effective health plans, I'm dedicated to helping you achieve your goals.
I've had the privilege of sharing my insights through various media outlets such as the Wall Street Journal & Huffington Post, as well as various speaking engagements, and I'm excited to extend that knowledge to you through the HWS platform.
Together, let's embark on a journey towards holistic well-being and financial prosperity.
“We often overestimate what we can achieve in one year, but underestimate what we can accomplish in ten.”
-Bill Gates
Every small step taken today is a leap toward greatness tomorrow.