Stephanie L. Baity CFP®, CKA®
Stephanie L. Baity, CFP®, CKA®, serves the Carlisle, PA area and brings more than 20 years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Kingdom Advisor®, she works with clients to address a range of financial needs through financial planning, investment advisory consultations, and portfolio management services. Stephanie is committed to providing the firm’s clients with a high level of professional service.
Stephanie maintains Series 7 and 66 securities registrations through LPL Financial, as well as Pennsylvania Life and Health Insurance licenses.
Professional Designations
Stephanie holds professional designations reflecting formal education and training in financial planning and values based financial guidance:
- CERTIFIED FINANCIAL PLANNER™ professional
The CFP® designation includes education, examination, and ethical requirements covering areas such as retirement planning, investments, and long-term financial planning. - Certified Kingdom Advisor®
The CKA® designation focuses on integrating financial planning with faith-based principles and values.
Background
Stephanie received both her B.A. and M.S. from Shippensburg University and is a graduate of Leadership Cumberland (2016). She earned her CFP® designation in 2020 and her CKA® designation in 2025.
Stephanie lives in Carlisle with her husband and children. She is actively involved in the community, serving on the Board of Directors for Maranatha-Carlisle and the United Methodist Foundation of Pennsylvania, and on the Board of Trustees for the YWCA of Carlisle. She also volunteers with Junior Achievement and the Cumberland County Bureau of Elections and serves in several leadership roles at Carlisle United Methodist Church.
In her spare time, Stephanie enjoys being outdoors, running, and spending time with her family and friends.
