Stephen Korving, Cfp® work email
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Stephen Korving, Cfp® personal email
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Stephen Korving, Cfp® phone numbers
W: 757-638-5490 / E: stephen@korvingco.com"Financial success" means something different to each of us. I believe that by being disciplined and thoughtful you can achieve your definition financial success. I am a financial advisor and CFP® because I truly enjoy helping people make informed decisions regarding their financial affairs and helping them achieve their personal vision of financial success.Financial information is readily available 24/7/365, often in loud torrents. My job is to distill what's relevant from what's noise for each of my clients so that they can spend their time focusing on their families, their careers, and the things that are most 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.Outside of work, I enjoy spending time with my wife and our three kids (and their various sports and other extracurriculars), running, yard work, beach bumming, travel, and generally just being outdoors. I am proud of my local community and try to be involved in constructive ways. I currently serve as on the Boards of the Southeast Virginia Community Foundation, the Portsmouth Partnership, the Portsmouth Assembly and as an advisory board member to the Portsmouth Museums Foundation.
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PresidentKorving & Company, LlcSuffolk, Va, Us -
Managing Member | Financial AdvisorCourage Korving Miller Partners Aug 2024 - Present -
PresidentKorving & Company, Llc Jan 2010 - PresentSuffolk, VaFinancial PlanningInvestment & Portfolio ManagementInvestment AdviceEstate & Legacy Planning -
Financial AdvisorUbs Wealth Management Aug 2004 - Jan 2010Norfolk, Virginia -
Hedge Fund AnalystCambridge Associates Jul 2002 - Aug 2004Boston, Massachusetts• Helped create a new reporting department for Cambridge Associates focused solely on the "marketable alternative" portion of client portfolios. Our group was tasked with creating and defining what the reports would look like and establishing roles and job descriptions for the various members of our department.• "Marketable alternatives" (MA) included a wide variety of hedge funds with limited partnership structures, and excluded private equity, venture capital and privately-held entities, real estate and commodities.• Provided detailed and in-depth research and analysis on the individual funds within the client MA portfolios, as well as performance analysis and attribution on the entire MA portfolio to the clients and consulting teams.• Partnered with the MA research group to conduct quarterly due diligence meetings and conferences with the managers of the various funds our clients held. From the time we created the group to the time I left, we increased our quarterly due diligence meetings from approximately 25 funds to over 200. During these meetings we were privy to holdings, activity and positioning in the portfolios. -
Investment AnalystCambridge Associates Jun 2000 - Jul 2002Arlington, Virginia• Responsible for monitoring, analyzing, preparing and presenting investment reports for institutional and ultra high net worth clients, including university endowments, charitable, educational, religious, and family foundations and corporate pension plans.• Provided analysis and research on investment instruments (including separately managed accounts, stocks, bonds, mutual funds, hedge funds, limited partnerships, REITS, private equity, venture capital and derivatives) to assist the consultants and the clients with manager suggestions and recommendations.• Supplied continuous market research, independent third party investment manager analysis and client portfolio analytics for monthly and quarterly client meetings.• Presented portfolio performance and performance attribution reports to clients and consulting staff.
Stephen Korving, Cfp® Skills
Stephen Korving, Cfp® Education Details
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Finance & Risk Management
Frequently Asked Questions about Stephen Korving, Cfp®
What company does Stephen Korving, Cfp® work for?
Stephen Korving, Cfp® works for Korving & Company, Llc
What is Stephen Korving, Cfp®'s role at the current company?
Stephen Korving, Cfp®'s current role is President.
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What schools did Stephen Korving, Cfp® attend?
Stephen Korving, Cfp® attended Virginia Tech.
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