NAPFA Spring 2025 National Conference Speaker

Stephanie Bogan

Stephanie Bogan

Stephanie Bogan, consultant and author founded and was CEO of Quantuvis Consulting, a financial services firm, for nearly two decades before selling to Genworth Financial and joining their Executive Team. In her 20-year career, Stephanie has authored The Power of Practice Management, wrote a column for Financial Planning magazine and currently writes the Limitless Adviser column for Investment News.

Over a respected 30-year career, Stephanie has consulted with the profession’s top firms and leaders to create new levels of success. A regular speaker and writer, Stephanie authored The Power of Practice Management and has written for every major publication, incl. columns for Financial Planning and Investment News.