Stan R. Peña, CFP®, BFA™, CRPC®, APMA®, AWMA®,ABFP®, CRPS®

Stan R. Peña, CFP®, BFA™, CRPC®, APMA®, AWMA®,ABFP®, CRPS®

Financial Advisor

My approach

What you can expect when you work with me

At Schroeder Wealth Advisors, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Behavioral Finance
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CFS® Certified Fund Specialist
  • BFA™ Behavioral Financial Advisor™
  • CRPC® Chartered Retirement Planning Counselor 
  • APMA® Accredited Portfolio Management Advisor℠ 
  • AWMA® Accredited Wealth Management Advisor℠
  • ABFP® Accredited Behavioral Finance Professional 
  • CRPS® Chartered Retirement Plans Specialist 


  • B.B.A., 1997, General Business. University of Central Oklahoma, Edmond, OK.


  • Spending time with family and friends
  • Maintain an active workout regime
  • Inspiring excellence through education. 80% Completed in the Masters of Science in Personal Financial Planning 

Community participation

  • Montgomery County Hispanic Chamber
  • Montgomery County Habitat for Humanity