Stephen J. Korving,  CFP<sup>&reg;</sup> - Financial Advisor

Stephen J. Korving, CFP®

President

Korving & Company, LLC

1510 Breezeport Way, Suite 800
Suffolk, VA 23435
FINANCIAL ADVISOR'S WEBSITE
(757) 638-5490 CONNECT WITH Stephen
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General

Stephen Korving is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Korving & Company, LLC in Suffolk, VA and the surrounding communities.

Financial Advisor Overview

"Financial success" means something different to each of us. I am in this business because I truly enjoy helping people make informed decisions regarding their financial affairs so that they achieve their personal vision of financial success.


Financial information is readily available 24/7/365, often in loud soundbites; my job is to distill what's relevant from what is simply noise so that the people I work with can spend their time focusing on their families, their careers, and the other things that are meaningful in their lives. Helping people make informed decisions to reach their goals is one of the most fulfilling parts of my job.


As a Certified Financial Planner™, my specialties include: Investments & Portfolio Management, Financial Planning, Investment Advice, Estate & Legacy Planning.


I work mostly with those approaching or already in retirement, helping them to create an investment and income plan that sees them through their retirement. I also work with a large number of younger people that are early- to mid-career who are looking for help with putting a financial and investment plan in place to ensure their financial success and secure their retirement future.


To learn more, visit my website: www.korvingco.com

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Financial Advisor Experience

Individually, I have over 15 years of investment experience. Of that, almost 5 years was spent working with institutional clients, analyzing and helping to provide advice to multi-billion dollar portfolios for wealthy individuals and institutions. I have over 10 years of experience in working with more traditional clients: retirees, those preparing for retirement, and early- to mid-career people who want guidance on creating a financial and investment plan.


Collectively, our team of three has over 60 years of experience in working with a wide variety of individuals, families, businesses and institutions.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Korving & Company is an independent RIA (Registered Investment Advisor). We do not work for a bank or investment firm. We work only for, and are only compensated by, our clients.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Startup, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources