This month, our “get to know” series introduces you to an IPL team member who makes sure all the numbers are adding up. This month, we sit down and talk to Stephania Pazmino.
Read on to learn more about Stephania, how she came to join us here at IPL, what she wished more people knew about PPLI and, of course, what she’s watching on TV these days.
I joined Investors Preferred in April 2022 as a Staff Accountant. In this role, I manage various accounting responsibilities, such as assisting in the preparation of financial statements, overseeing account management, and supporting the monthly and quarterly close processes. I am dedicated to maintaining accuracy and integrity in all financial reporting and to helping our team achieve its financial objectives.
I grew up in Ecuador, where I completed both my undergraduate and master’s degrees at the Escuela Superior Politécnica del Litoral (ESPOL). This educational journey was instrumental in developing my skills and passion for finance and accounting, laying strong foundation for my career in the industry.
My passion for numbers and problem solving led me to a career in financial services. After I moved to the United States in 2018, I enrolled in the ASU Global Launch English Program to further enhance my language skills, preparing myself for opportunities in the U.S market.
Joining Investors Preferred has been an incredible journey, as I am grateful and honored to work with a team that value growth and integrity in financial services industry.
What fascinates me about PPLI is its unique blend of investment opportunities with insurance benefits. The ability of PPLI to offer tax-efficient solutions tailored to high-net-worth clients is remarkable. It’s a strategic tool that combines financial growth with protection, which aligns well with my commitment to helping clients secure their future.
I wish more people understood the flexibility and benefits PPLI offers beyond traditional insurance. PPLI can provide significant tax advantages, investment diversification, and asset protection, yet it remains underutilized due to its complexity. A greater awareness of its strategic value could open a new door for clients seeking sophisticated financial solutions.
IPL stands out with our client centered approach and expertise in tailoring solutions for unique financial needs. Our team has a real dedication to our clients partnered with a deep industry knowledge. IPL offers personalized guidance, helping clients make informed decisions and achieve financial security. It’s a privilege to be part of a company that prioritizes trust and excellence in our client relationships.
When I have some downtime, I enjoy watching a mix of inspiring and entertaining shows. Currently, my top three are: Shark Tank, Million Dollar Listing Los Angeles and Lioness.
