coaching in Spanish and English. The program supports new parents to pursue their hopes and dreams for their families with an eye towards sending their kids to college.
Stephanie volunteered on the Board of Directors for nonprofit California Jump$tart, which is dedicated to improving K-12 financial education, from 2008-2022. She has served in her community as a City Council member, a Parks & Recreation Commissioner, and on advisory committees. Stephanie is a jazz bassist and rock violinist who has played on 22 albums and performs regularly. As a member of the Recording Academy, she votes on the Grammy awards.
Stephanie has a BS in Applied Mathematics from Yale University and an MPA from the University of Southern California. She completed the Personal Financial Planning program at the University of California, Berkeley. Stephanie has been a speaker at conferences and seminars. She enjoys eating well, playing music, and spending time with friends and family.
plans, and implemented the best desired plan for them. She brings experience in handling multiple aspects of financial planning.
She has a Bachelor of Commerce degree from Madras University, Chennai, India; Bachelor and Master degrees in Computer Science from Carleton University in Ottawa, Canada; and the Personal Financial Planning certificate from the University of California, Berkeley.
She is a student of Indian Classical music and an active member of two non-profit organizations where she teaches classical Indian music. She enjoys studying Indian Philosophy, traveling, and spending time with her family & friends.
Rebecca Contín, CFP®, Rebecca Contín, CFP®, brings over 20 years of expertise in the financial services industry. Before joining East Rock Financial, she worked as a Financial Planner for prominent wealth management firms in San Francisco and Seattle, addressing a comprehensive range of financial planning needs for clients. Additionally, Rebecca contributed to Charles Schwab's Center for Financial Research, overseeing equity ratings that were published across various platforms and products.
Her commitment to financial literacy is evident through her work as a Financial Coach at Oakland Promise Brilliant Baby. She offers financial literacy classes and 1:1 financial
Laura Bass, CFA, is a finance professional with expertise in strategic finance, investing, and portfolio management. Before joining East Rock Financial, Laura worked in corporate finance at Water Intelligence and as an associate director at a hedge fund in Hong Kong. Whether at the corporate or individual level, she brings experience conducting data-driven analyses to inform portfolio strategy and capital allocation.
Rebecca holds a BA with Honors from the University of California, Davis, where she double majored in Organizational Studies and Spanish. She also completed the Personal Financial Planning program at the University of California, Berkeley and holds the CERTIFIED FINANCIAL PLANNER™ designation. She is certified as a Financial Fitness Coach, FFC®. Outside of her professional life, Rebecca enjoys open water and pool swimming, reading a good book, volunteering in her children’s classrooms and embarking on new adventures with her family.
She began her investment career on the institutional side, with five years at the Yale Investments Office covering real estate and Chinese-related equities and learning the importance of fiduciary duty and alignment of interests. Through her training, Laura developed a passion for women's financial literacy and industry-level transparency.
Laura earned her Bachelor of Science in Environmental Engineering from Yale University. She is a candidate in Wharton's MBA Program for Executives, is a Chartered Financial Analyst (CFA) charterholder, and is fluent in Mandarin Chinese, having lived in China for 10 years. She enjoys dancing, running, reading, cooking, and spending time with her family.
Natana Valiveti has over 18 years of experience in Financial Planning, Telecom Network Planning and Statistical Computing. Prior to joining East Rock, Natana was a paraplanner at Sierra Pacific Financial Advisors, LLC.
While participating in direct client communication, she helped assess clients’ strengths and weaknesses in their path to financial freedom, developed financial
Stephanie J. Lee, CFP®, is an SEC Registered Investment Advisor. Prior to founding East Rock Financial Services, Stephanie spent 10 years as a Director with a major financial analytics firm; she was both a software engineer and product manager for the world's leading credit portfolio management solution. In this capacity, Stephanie taught bankers and insurers in North America, Europe, Asia, and Africa about the latest innovations in portfolio management.