Stephanie Mccullough

Stephanie Mccullough Email and Phone Number

Financial Planner | Podcast Host | Author | Speaker * Helping women control their future by being partner in financial decision-making. @ Sofia Financial
Stephanie Mccullough's Location
Berwyn, Pennsylvania, United States, United States
Stephanie Mccullough's Contact Details

Stephanie Mccullough personal email

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Stephanie Mccullough phone numbers

About Stephanie Mccullough

Are you a professional women age 45 or better who knows you should pay more attention to your money, but it stresses you out? Maybe it feels like the numbers on the page are judging you. Maybe you've been told (and believe) that you're bad with money. Maybe it was always your partner's job, and now you are on your own.Have you felt you couldn't work with a financial advisor because they only seem interested in the money you might be able to invest with them?I can help.I am the non-judgmental financial planner! I work with smart, professional women to reduce their areas of money stress so they can get on with living their lives and improving the world!I've deliberately designed my menu of services to cover everything from a one-time consultation to ongoing, full-service investment and financial planning support. Investing is only one small part of your financial life. Financial stress dissipates when we work together to align your money with your deepest-held values.Learn more about how we can work together at www.sofiafinancial.com, or contact me at stephanie@sofiafinancial.com. Also, take a listen to my award-winning podcast, Take Back Retirement, where we redefine retirement. Investment advice offered through Private Advisor Group, a registered investment advisor and a separate entity from Sofia Financial.Third party posts found on this profile do not reflect the views of Private Advisor Group and have not been reviewed by Private Advisor Group as to accuracy or completeness.The investment advisor representatives of Private Advisor Group offer investment advice in every state, the District of Columbia, Puerto Rico and the US Virgin Islands.NOTE: Securities regulations prohibit me from showing recommendations & testimonials.

Stephanie Mccullough's Current Company Details
Sofia Financial

Sofia Financial

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Financial Planner | Podcast Host | Author | Speaker * Helping women control their future by being partner in financial decision-making.
Stephanie Mccullough Work Experience Details
  • Sofia Financial
    Founder | Financial Planner | Public Speaker
    Sofia Financial Jan 2011 - Present
    Berwyn, Pennsylvania, Us
    At Sofia Financial we're passionate about empowering women to make wise financial decisions. We are women serving women, financial advisors and planners devoted to celebrating independence, listening and understanding without judgment, and inspiring and educating women. They key is to have the RIGHT conversation about money, so YOU can control your future.stephanie@sofiafinancial.com610-640-7641@sofiafinancial
  • Take Back Retirement
    Podcaster
    Take Back Retirement Oct 2020 - Present
    Tackling the myths and mysteries surrounding your next chapter. We feature conversations and interviews with women who have been through it and subject-matter experts to give you the information and motivation to take charge and control your future. Check out our "She Did It! Real Retirement Stories" series. Our show comes out twice a month, and we welcome your suggestions for topics and guests!
  • American Financial Group
    Senior Vp
    American Financial Group 1998 - Dec 2018
    Us
    Client service for individual and corporate clients, retirement plans and participants, financial planning and insurance analysis.One of my favorite moments was when a 60-year-old woman gave me a hug after finally signing up for her retirement plan. She said, "I was so scared to do this, and you made it so comfortable." That's when I knew I could make a difference!
  • Alcatel
    Business Development
    Alcatel 1997 - 1998
    Espoo, Southern Finland, Fi
    Supported clients and made connections among potential purchasers of our cellular infrastructure products. What I liked best was meeting all my international colleagues - fascinating, really smart people who lived all over the world. The wireless industry was a very exciting place to be with all the technological change. Our move to PA and a career change to investment advisor meant I had to leave this position behind.
  • United States Department Of Commerce
    International Trade Specialist
    United States Department Of Commerce 1992 - 1997
    Washington, Dc, Us
    Companies wishing to export their products and services came to us for information and resources - free! Drawing on intelligence from the excellent corps of Foreign Commercial Service officers stationed in U.S. embassies around the world, we did all we could to promote U.S. companies.
  • The World Bank
    Intern
    The World Bank May 1991 - Aug 1991
    I conducted analysis and research on bond issuance by Latin American countries. As when I worked at Alcatel, the most interesting part was interacting with my coworkers from all over the world. Did you know The World Bank building is not US territory and not subject to local laws? Thus employees could smoke at their desks. As an intern I got shuffled from desk to desk and I definitely had my favorite. I also got really good at Minesweeper that summer.
  • Annapolis Sailing School
    Senior Instructor
    Annapolis Sailing School 1986 - 1987
    Adult professionals from around the country come to the Annapolis Sailing School to learn how to comfortably handle a sailboat. As Senior Instructor I taught in the classroom and, my favorite, on the water. Instructors were not permitted to do anything - we talked our groups of four through everything from rigging to leaving the dock to navigating the channel to tacking and jibing. I loved to let the most nervous person on board take the last turn - not mentioning that meant she had to bring the boat back into the dock. It was great to see the satisfaction when she brought us in smoothly.

Stephanie Mccullough Skills

Investments Asset Allocation Retirement Planning Finance Entrepreneurship Public Speaking Strategic Financial Planning Budgets Investment Management Management Leadership Marketing Strategy Analysis Program Management Financial Planning Marketing Business Development Strategy

Stephanie Mccullough Education Details

  • Duke University
    Duke University
    Comparative Area Studies
  • Johns Hopkins School Of Advanced International Studies (Sais)
    Johns Hopkins School Of Advanced International Studies (Sais)
    European Studies
  • Radnor High School
    Radnor High School

Frequently Asked Questions about Stephanie Mccullough

What company does Stephanie Mccullough work for?

Stephanie Mccullough works for Sofia Financial

What is Stephanie Mccullough's role at the current company?

Stephanie Mccullough's current role is Financial Planner | Podcast Host | Author | Speaker * Helping women control their future by being partner in financial decision-making..

What is Stephanie Mccullough's email address?

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What is Stephanie Mccullough's direct phone number?

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What schools did Stephanie Mccullough attend?

Stephanie Mccullough attended Duke University, Johns Hopkins School Of Advanced International Studies (Sais), Radnor High School.

What skills is Stephanie Mccullough known for?

Stephanie Mccullough has skills like Investments, Asset Allocation, Retirement Planning, Finance, Entrepreneurship, Public Speaking, Strategic Financial Planning, Budgets, Investment Management, Management, Leadership, Marketing Strategy.

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