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Daniel Kopp, CFP®, MA

Financial planning and advice for widows and widowers across the U.S.

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Wise Stewardship Financial Planning Daniel Kopp, CFP®, MA
Lakewood Ranch, Florida

Serving Clients Nationwide

Financial planning and advice for widows and widowers across the U.S.

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(857) 209-8437

Website

Areas of Focus

  • Biblical Finance
  • Education Funding
  • Loss of Spouse or Partner
  • Retirement Planning
  • Taxes

About Me

Hello, I’m Daniel Kopp – husband to Anna, widower to Sarah, Air Force veteran, business owner, writer, speaker, financial planner, and Christ-follower.

I’m the founder of Wise Stewardship Financial Planning where we offer fee-only, fiduciary financial planning and investment advice with a special focus on young widows and widowers as well as servicemembers and their families.

I’ve always been interested in money since I was a little kid, including out-bidding my siblings for chores-for-hire, to providing loans to my siblings and friends when they had spent all their money and diligently saving my allowance for future goals. Over time this evolved into reading the stock pages in the newspaper as a young teenager and then choosing to major in economics in college. After completing Air Force ROTC at Purdue University, I commissioned as an officer into the Air Force in 2009 but continued my personal interest into personal finances, investing, and all things money-related.

In addition to being a CFP® practitioner, I’ve spent thousands of hours studying financial planning topics and also have a Masters at in Financial Planning and Financial Therapy from Kansas State University. I also had the opportunity to be a volunteer financial counselor during many of the years when I was on active duty in addition to helping and educating family and friends over the years. Thanks to countless help along the way, I learned more about the financial services industry and found my way to fee-only, fiduciary financial planning.

As an officer on active duty for almost 9 years, along with a brother, sister, and brother-in-law in the military, I experienced firsthand the benefits and challenges that military life can have on all aspects of life especially finances. Frequent changes like TDY’s, deployments, and PCS’s add unique potential opportunities and obstacles to meeting goals and dreams. Add in the often disparate and sometimes confusing military pay, benefits, scattered military benefits and discounts, and countless people offering advice or services, and there is often a lack of clarity on how best to optimize all of these to best meet goals.

I also know that grief is hard. I know because I’ve walked that road before. Like you, I know what loss is like and how it affects your financial life. It is my honor to compassionately guide my clients with financial planning and advice as a trusted companion in your ongoing grief journey.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Master of Science in Financial Planning (MSFP)

Affiliations

  • Fee Only Network
  • Financial Therapy Association
  • FinCon
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

8374 Market St. Suite 137, Lakewood Ranch, FL 34202

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. This is a "get to know you meeting" so you can evaluate Wise Stewardship's services, determine if it's a good match, and get all of your questions answered. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

We are uniquely positioned to help widows and widowers figure out what’s next.

✅ Fiduciary: That’s just a big fancy word meaning that we only work in your best interest 100% of the time and are personally liable if we give bad advice. We put it in writing by signing a fiduciary oath to prove it.

✅ Fee-Only: The only way we are compensated is by you, our client. We believe in clear, transparent pricing, and we never take any commissions or have any hidden fees. We only work for you. Period.

✅ Our Story: Like you, we know what loss is like and how it affects your financial life. We compassionately guide our clients with financial planning and advice as a trusted companion in your ongoing grief journey.

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Are you a widow or widower? I’d love to help you.

Grief is exhausting. And confusing. And crushingly hard.

Maybe you’re struggling where even to begin? What to do next?

You can’t force an order on that kind of pain. You can’t make grief tidy or predictable. Grief is as individual as love: every life, every path, is unique.

In the midst of all that, your financial life might be completely rearranged, irrevocably changed by loss of income or even by life insurance or other death benefits.

If your grief is anything like mine was, just getting through the day-to-day responsibilities was hard enough. Trying to figure out your finances might seem crushing or impossible.

There is no “moving on” from grief. It will always be a part of you. But, there is moving forward and taking the next step. As a trusted partner and companion in your grief journey, we can help you do that with your finances.

We take the next step at your own pace, prioritizing each financial decision based on your needs and specific situation. Having that kind of financial clarity can be a transformative feeling. And with that clarity, you can start making choices that help take care of those you love. Together, we get clear on what your financial life looks like right now so you can understand the full picture.

We have both intense personal experience as well as training in helping grieving people and are experienced in how to be sensitive to those specific needs. We provide you with objective, impartial and confidential advice to help you find answers at your pace and give you peace of mind.

Education

Daniel received his Bachelor of Science Degree in Economics from Purdue University as a third-generation Boilermaker, where he graduated with Highest Distinction (top 3%) and was named one of the Top 10 Krannert School of Business Seniors in a graduating class of over 850. He has also received his Master of Arts in Military Studies and Strategic Leadership from American Military University, and a Masters of Science in Personal Financial Planning and Financial Therapy from Kansas State University.

Hobbies and Interests

  • Board Games
  • Church
  • Family
  • Music
  • Reading
  • Traveling

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Who We Serve

  • Gen X
  • Gen Y / Millennials
  • Military
  • Veterans
  • Widow

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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