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Sofia Financial Stephanie McCullough Berwyn, Pennsylvania

Dedicated to women on their own who want a true partner in $$ decision-making.

Areas of Focus

  • Financial Life Planning
  • Insurance
  • Investing
  • Investment Management
  • Living in Retirement

About Me

I am passionate about empowering women to make wise financial decisions and reduce their areas of money stress. My focus is working with women on their own who are 45 and up, because they really have no one to talk to about their financial stuff. We create a safe space to have the intimate conversations necessary to get clear on your money!

Affiliations

  • Financial Planning Association

Location

1055 Westlakes Drive, Suite 300 Berwyn, PA 19312

Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Webinars

Compensation Methods

  • Package Offers
  • Per Session
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

I always suggest starting with a free 20 minute consultation where you can ask about me. My main question to you is, "What are you hoping I can do for you?" I want to be sure that is in alignment with what I do and how I work. You are NEVER required to bring numbers or statements to the first meeting or, heaven forbid, before it! That's just one more obstacle to getting the conversation started and helping you figure it all out. We hold your hand along the way.

Offers Investment Management

Yes

About our Firm

We are fiercely independent and are a fiduciary in financial planning and investment management. We are a staff of 5 and work with clients all over the U.S.
I am also licensed for long-term care, life and disability insurance, because putting plans in place for what could go wrong is a crucial piece of the puzzle.

Education

B.A. from Duke University, M.A. from the Johns Hopkin

Volunteer Experience

I serve on the steering committee for the Women's Economic Security Initiative, a collaborative effort coordinated by Women's Way in Philadelphia. https://womensway.org/grantmaking/wesi/

Awards and Honors

  • Investopedia Top 100 Financial Advisors 2021
  • Purse Strings Approved Professional

Badges

Languages

  • English

Hobbies and Interests

  • Boating
  • Cooking
  • Eating Out
  • Music
  • Reading
  • Traveling
  • Wine
  • Yoga

Who We Serve

  • Baby Boomers
  • Divorce
  • Gen X
  • LGBTQ
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance