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.
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