Stephanie Mccullough
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Stephanie Mccullough Email & Phone Number

Financial Planner | Podcast Host | Author | Speaker * Helping women control their future by being partner in financial decision-making. at Sofia Financial
Location: Berwyn, Pennsylvania, United States 7 work roles 3 schools
2 work emails found @sofiafinancial.com 3 phones found area 610 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 3 phones

Work email s****@sofiafinancial.com
Direct phone (610) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Planner | Podcast Host | Author | Speaker * Helping women control their future by being partner in financial decision-making.
Location
Berwyn, Pennsylvania, United States

Who is Stephanie Mccullough? Overview

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Quick answer

Stephanie Mccullough is listed as Financial Planner | Podcast Host | Author | Speaker * Helping women control their future by being partner in financial decision-making. at Sofia Financial, based in Berwyn, Pennsylvania, United States. AeroLeads shows a work email signal at sofiafinancial.com, phone signal with area code 610, and a matched LinkedIn profile for Stephanie Mccullough.

Stephanie Mccullough previously worked as Founder | Financial Planner | Public Speaker at Sofia Financial and Podcaster at Take Back Retirement. Stephanie Mccullough holds Ab, Comparative Area Studies from Duke University.

Company email context

Email format at Sofia Financial

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{first}@sofiafinancial.com
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AeroLeads found 2 current-domain work email signals for Stephanie Mccullough. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Investments, Asset Allocation, Retirement Planning, Finance, and 14 others.

Current workplace

Stephanie Mccullough's current company

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Sofia Financial
Sofia Financial
Financial Planner | Podcast Host | Author | Speaker * Helping women control their future by being partner in financial decision-making.
AeroLeads page
7 roles · 40 years

Stephanie Mccullough work experience

A career timeline built from the work history available for this profile.

Founder | Financial Planner | Public Speaker

Current

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.

Jan 2011 - Present

Podcaster

Current
Take Back Retirement

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.

Oct 2020 - Present

Senior Vp

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.

1998 - Dec 2018

Business Development

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.

1997 - 1998 ~1 yr

International Trade Specialist

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.

1992 - 1997 ~5 yrs

Intern

The World Bank

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.

May 1991 - Aug 1991

Senior Instructor

Annapolis Sailing School

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.

1986 - 1987 ~1 yr
3 education records

Stephanie Mccullough education

Ab, Comparative Area Studies

Duke University

M.A., International Economics, European Studies

Johns Hopkins School Of Advanced International Studies (Sais)

Education record

Radnor High School
FAQ

Frequently asked questions about Stephanie Mccullough

Quick answers generated from the profile data available on this page.

What company does Stephanie Mccullough work for?

Stephanie Mccullough works for Sofia Financial.

What is Stephanie Mccullough's role at Sofia Financial?

Stephanie Mccullough is listed as Financial Planner | Podcast Host | Author | Speaker * Helping women control their future by being partner in financial decision-making. at Sofia Financial.

What is Stephanie Mccullough's email address?

AeroLeads has found 2 work email signals at @sofiafinancial.com for Stephanie Mccullough at Sofia Financial.

What is Stephanie Mccullough's phone number?

AeroLeads has found 3 phone signal(s) with area code 610 for Stephanie Mccullough at Sofia Financial.

Where is Stephanie Mccullough based?

Stephanie Mccullough is based in Berwyn, Pennsylvania, United States while working with Sofia Financial.

What companies has Stephanie Mccullough worked for?

Stephanie Mccullough has worked for Sofia Financial, Take Back Retirement, American Financial Group, Alcatel, and United States Department Of Commerce.

How can I contact Stephanie Mccullough?

You can use AeroLeads to view verified contact signals for Stephanie Mccullough at Sofia Financial, including work email, phone, and LinkedIn data when available.

What schools did Stephanie Mccullough attend?

Stephanie Mccullough holds Ab, Comparative Area Studies from Duke University.

What skills is Stephanie Mccullough known for?

Stephanie Mccullough is listed with skills including Investments, Asset Allocation, Retirement Planning, Finance, Entrepreneurship, Public Speaking, Strategic Financial Planning, and Budgets.

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