Della Stegall

Advisor at Fruit of the Vine Financial, LLC

Updated today
Fruit of the Vine Financial, LLC logo

Firm

Fruit of the Vine Financial, LLC

Location

New Braunfels, TX 78132

Credentials

CFP®, RICP®

Industry experience

8 years

About

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:

  • comprehensive financial planning to first help people better understand their current financial circumstances and second to provide them an optimal route to meet their financial needs and reach their financial goals,
  • investment management, providing a choice between general investing and Biblically Responsible Investing (BRI), which is a way to invest in funds that more closely align with Christian principles,
  • help with setting up business retirement plans and/or serving as a fiduciary advisor to 401(k) plans.

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.

Expertise

General retirement planning

Demographic focus

Christian Faith Based Women Professionals

Fee options

AUM

tiered between 1.5% and 0.60% based on AUM

Flat

optional instead of AUM

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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