Broker Check
Fiona Van Stout CFP®, ChFC

Fiona Van Stout CFP®, ChFC

Financial Planning Manager

In her role as Plan Manager at LPL Financial, Fiona supports Oak Gate Wealth Advisors where she assists in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, Fiona partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to assist clients in reaching their financial goals. LPL’s Paraplanning Solutions group is not affiliated with Oak Gate Wealth Advisors.
Fionas’s financial services career began in 2017 where she started working with wealth coaching in Madrid, Spain and moving on to paraplanning support in 2020 for a small west coast independent RIA prior to joining LPL Financial in 2022. Fiona received her Bachelor of Arts in Sociology from the University of Colorado Boulder and has a Master’s in Public Health as well. Fiona is a CFP® practitioner.
She and her spouse live in Golden, Colorado where they enjoy exploring all that the Colorado lifestyle has to offer.
Fiona is employed by LPL Financial.