Stephanie Vokral, CFP®, AIF®, CDFA®
Wealth Advisor
With 25 years as a veteran financial advisor, Stephanie’s passion is to help clients successfully navigate life transitions like divorce, loss of a spouse and/or retirement. She helps clients and their families go from being confused about their financial situation to feeling empowered with a realistic plan for their future. Her process fosters more life, less stress!
Stephanie is a Certified Financial Planner (CFP®) and has extensive training in the areas of investments, risk management, estate planning, tax planning, education planning, and retirement planning. As a financial planner, she answers her clients’ financial questions. How do I not run out of money when I’m older? When should I take Social Security? Can I afford to be my parents’ caregiver or is there a better way? Is my spouse’s divorce proposal a fair settlement to me? Stephanie is also an Accredited Investment Fiduciary (AIF®), giving her additional experience in fiduciary standards to assist investment committee members of retirement plans, plan sponsors, and board members that find themselves in a fiduciary role. She has also completed a specialized educational program in professional divorce analysis to earn the Certified Divorce Financial Analyst (CDFA®) credential. Over the years, she has worked with hundreds of clients to prepare their Financial Affidavits for court, aided in mediations, and advised on property settlement issues. Additionally, she is a trained SC Family Court Mediator and SC collaborative divorce professional.
Stephanie is a member of the Association of Divorce Financial Planners and the International Academy of Collaborative Professionals. Stephanie is currently on the Advisory Board for Hope Haven of SC, a non-profit seeking to fulfill the need for safe places of shelter for women leaving traumatic situations such as domestic abuse and human trafficking. She is a past member of the Executive Committee for Women in Philanthropy (WIP) and has been featured on the Women’s Rights and Empowerment Network (WREN), and Women in Philanthropy.
These days, you will find her with her husband, Jason, and daughter, Anna Caroline, walking on the beach, hiking, playing cards, and playing tennis. She is an active member of Columbia Crossroads Church in Chapin, SC.
Check the background of this investment professional on FINRA’s BrokerCheck.
Contact Us to find out more about our Financial Management Services.
Subscribe to our Complimentary Financial Newsletter.
Click to find out more on our financial planning, asset management, estate, tax and retirement planning. Also view our insurance and risk management services as well as our business services.
Ready to get started?
Click here to begin to build a plan for prosperity, or call 1-833-880-7878.
Stephanie Vokral, CFP®, AIF®, CDFA®
Wealth Advisor
Stephanie Vokral, CFP®, AIF®, CDFA®
Wealth Advisor
Stephanie Vokral, CFP®, AIF®, CDFA®, Wealth Advisor
With 25 years as a veteran financial advisor, Stephanie’s passion is to help clients successfully navigate life transitions like divorce, loss of a spouse and/or retirement. She helps clients and their families go from being confused about their financial situation to feeling empowered with a realistic plan for their future. Her process fosters more life, less stress!
Stephanie is a Certified Financial Planner (CFP®) and has extensive training in the areas of investments, risk management, estate planning, tax planning, education planning, and retirement planning. As a financial planner, she answers her clients’ financial questions. How do I not run out of money when I’m older? When should I take Social Security? Can I afford to be my parents’ caregiver or is there a better way? Is my spouse’s divorce proposal a fair settlement to me? Stephanie is also an Accredited Investment Fiduciary (AIF®), giving her additional experience in fiduciary standards to assist investment committee members of retirement plans, plan sponsors, and board members that find themselves in a fiduciary role. She has also completed a specialized educational program in professional divorce analysis to earn the Certified Divorce Financial Analyst (CDFA®) credential. Over the years, she has worked with hundreds of clients to prepare their Financial Affidavits for court, aided in mediations, and advised on property settlement issues. Additionally, she is a trained SC Family Court Mediator and SC collaborative divorce professional.
Stephanie is a member of the Association of Divorce Financial Planners and the International Academy of Collaborative Professionals. Stephanie is currently on the Advisory Board for Hope Haven of SC, a non-profit seeking to fulfill the need for safe places of shelter for women leaving traumatic situations such as domestic abuse and human trafficking. She is a past member of the Executive Committee for Women in Philanthropy (WIP) and has been featured on the Women’s Rights and Empowerment Network (WREN), and Women in Philanthropy.
These days, you will find her with her husband, Jason, and daughter, Anna Caroline, walking on the beach, hiking, playing cards, and playing tennis. She is an active member of Columbia Crossroads Church in Chapin, SC.
Check the background of this investment professional on FINRA’s BrokerCheck.
Contact Us to find out more about our Financial Management services.
Subscribe to our Complimentary Financial Newsletter.
Click to find out more on our financial planning, asset management, estate, tax and retirement planning. Also view our insurance and risk management services as well as our business services.
Ready to get started?
Click here to begin to build a plan for prosperity, or call 1-833-880-7878.
