Megan Kopka, CFP<sup>&reg;</sup> - Financial Advisor

Megan Kopka, CFP®

Member

Kopka Financial, LLC.

PO Box 1404
Wilmington, NC 28402-1404
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General

Megan Kopka is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kopka Financial, LLC. in Wilmington, NC and the surrounding communities.

Financial Advisor Overview

Kopka Financial, LLC. offers comprehensive financial planning to help you feel more comfortable with personal finance, set and obtain goals, and grow your confidence around money. That comes as part of integrated financial planning which may warrant a need for ongoing investment services. We provide our planning services initially for a fee discussed and set at the initial client consult. The aspects of financial planning include: Cash Flow Analysis; Budgeting; Investment Strategy, including asset allocation, and investment recommendations and implementation; Retirement & Education Planning; Insurance analysis and recommendations; Estate Planning regarding wills, powers of attorney, health powers of attorney, living wills, and other estate issues; Tax Planning; Goal Setting; General Financial Planning

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Financial Advisor Experience

Megan Kopka is a CERTIFIED FINANCIAL PLANNER™ professional and a fee-only advisor. She is a member of the Financial Planning Association, NAPFA & XYPN. Serving clients at Kopka Financial, LLC. across the country. Megan opened Kopka Financial, LLC. in 2018, after care giving for her husband, Keith, for many years who passed away from ALS in 2014. She is the very proud mother of two adult children, Jaden a student at UNC Charlotte and Bruce, a graduate of SUNY Maritime and now employed in the maritime industry. Before becoming a financial planning professional, Megan was a teacher of mathematics in Wilmington, NC and in the Boston area. She began her career as a financial advisor in 2007. Megan has a BS in Economics from East Carolina University. As a widow, single woman, solo parent and mother, former caregiver & medical advocate, and business owner she brings a lot to the financial experience, not to mention her professional experience and education. Megan believes in financial planning and has a structured process, excellent communication skills, and educational background to help you with your financial plan. Megan’s industry experience, education, and guidance combined with her naturally curious, resourceful, and investigative nature led her to the task of opening her firm, Kopka Financial. LLC. Set your complimentary, new client consultation today! Please email your request, for your couple or single personal financial profile form, to [email protected]

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Registered Life Planner

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources