Stephanie Williams, CAIA®

Senior Wealth Advisor

San Diego, CA

Education & Accreditation

  • San Diego State University, BA in Political Science
  • Chartered Alternative Investment Analyst (CAIA)

Stephanie Williams is a Senior Wealth Advisor with AlphaCore Wealth Advisory. She has 13 years of investment management and securities experience. Stephanie specializes in helping her clients achieve their financial goals by crafting bespoke investment portfolios tailored to their specific needs. She has particular expertise in alternative investments including hedge funds, private equity, and real estate. Stephanie joined AlphaCore Capital from Artivest where she served as an Alternative Investment Director in the Private Client Group. At Artivest she advised several hundred high-net-worth investors and family offices on alternative investments, managing over $200 million in assets. Prior to Artivest she spent nine years in the Private Client Group at Altegris Investments which was later acquired by Artivest. Stephanie is an outdoor enthusiast who can often be found skiing on either water or snow. She was a national collegiate waterski champion while at San Diego State University. Stephanie has two daughters and resides in Carlsbad, California with her husband, Todd.

What I love about advising clients

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