Della Stegall
Advisor at Fruit of the Vine Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fruit of the Vine Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fruit of the Vine Financial, LLC
Location
New Braunfels, TX 78132
Credentials
CFP®, RICP®
Industry experience
8 years
I'm a fiduciary, fee-only financial planner and advisor who founded Fruit of the Vine Financial in 2023 after having worked at two other financial firms. I offer service in three main areas:
Because I'm always trying to improve how I can help my clients navigate their financial lives, I obtained several advanced certifications. I earned the Certified Financial Planner® (CFP®) certification and Retirement Income Certified Professional® (RICP®) designation following programs at The American College of Financial Services. And the Certified Investment Management Analyst® (CIMA®) certification followed from a program through the Yale School of Management.
Outside of work, I enjoy kayaking, Bible study, playing my violin, and spending time with my three grown children and with friends.
Not only do I have the financial education and professional experience, I also bring the knowledge gained from personal financial experience. From sorting all the finances after the death of a spouse, to helping kids through college, to riding the roller coaster of a major recession, and to starting and running a business, I understand the highs and lows that sometimes accompany the numbers. It helps to partner with a financial professional who's been there and can help you through the ups and downs of your life's journey.
tiered between 1.5% and 0.60% based on AUM
optional instead of AUM
Fruit of the Vine Financial, LLC
2023 - Present (3 years)
N/A
2022 - 2023 (1 year)
Midwest Professional Planners, Ltd.
2019 - 2022 (3 years)
Crump Life Insurance Services
2019 - 2022 (3 years)
Prudential Financial Planning Services
2016 - 2019 (3 years)
The Prudential Insurance Company of America
2016 - 2019 (3 years)
Pruco Securities, LLC
2016 - 2019 (3 years)
Self-employed, Bemps Editorial Services
2013 - 2016 (3 years)
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