Certified Kingdom Advisor®, (CKA®) Announcement

Alliance Financial is pleased to announce that Stephanie Baity, CFP® has earned the designation of Certified Kingdom Advisor®, (CKA®) .   The CKA designation is awarded to a financial professional who is able to integrate Christian values and biblical principles into their financial advice.  To earn this designation an advisor needs to have ten years of planning experience or a professional planning designation.  They must also complete a six-month education program and practically integrate biblical wisdom via a course-long case study.  The training program is a 20-module study, including areas such as understanding stewardship, generosity, life planning and goal setting, wealth transfer, and leadership and discipleship.  The student must then pass a 200-question exam and submit referrals from current clients and church leaders, as part of the application process.  

Stephanie is a CFP® with twenty years of experience working in the financial services industry.  She received her bachelor's and master’s degree from Shippensburg University.  She maintains the Series 7 and 66 securities registrations through LPL Financial as well as her PA Life and Health Insurance licenses.  She was a graduate of Leadership Cumberland in 2016.  She works as an advisor at Alliance Financial, providing services such as portfolio management, research, trade execution and on-going financial planning services and investment advisory consultation. 

Stephanie sits on several boards and committees for various local organizations, including Maranatha - Carlisle, Leadership Cumberland, the YWCA of Carlisle, the United Methodist Foundation and she holds a variety of leadership roles at Carlisle United Methodist Church.