Principal
Current
Kovalcik & Geraghty Wealth Partners Llp
Principal owner of Kovalcik & Geraghty Wealth Partners LLP.
Jan 2005 - Present
AeroLeads people directory · profile
Stephen Geraghty, Cfp(R) Email & Phone Number
Principal
at
Kovalcik & Geraghty Wealth Partners LLP
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Kovalcik & Geraghty Wealth Partners LLP
Role
Principal
Location
Columbus, Ohio, United States
Who is Stephen Geraghty, Cfp(R)? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Stephen Geraghty, Cfp(R) is listed as Principal at Kovalcik & Geraghty Wealth Partners LLP, based in Columbus, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Stephen Geraghty, Cfp(R).
Stephen Geraghty, Cfp(R) previously worked as Financial Advisor at Lincoln Financial Advisors. Stephen Geraghty, Cfp(R) holds Bsba, Finance And Accounting from The Ohio State University Fisher College Of Business.
Profile bio
About Stephen Geraghty, Cfp(R)
Provide comprehensive, fee only financial planning advice and investment management services to successful executives across the country. Focus on helping clients accrue and protect wealth while assisting them in their effort to pass their values and legacy on to future generations.Specialties: Work with Senior Retail Executives helping them plan for the complexities unique to them including stock option and restricted stock planning, hedging of concentrated positions, charitable and legacy planning and comprehensive investment management.
Current workplace
Stephen Geraghty, Cfp(R)'s current company
Company context helps verify the profile and gives searchers a useful next step.
Kovalcik & Geraghty Wealth Partners Llp
2 roles
Stephen Geraghty, Cfp(R) work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Sep 1993 - Dec 2004
1 education record
Stephen Geraghty, Cfp(R) education
FAQ
Frequently asked questions about Stephen Geraghty, Cfp(R)
Quick answers generated from the profile data available on this page.
What company does Stephen Geraghty, Cfp(R) work for?
Stephen Geraghty, Cfp(R) works for Kovalcik & Geraghty Wealth Partners LLP.
What is Stephen Geraghty, Cfp(R)'s role at Kovalcik & Geraghty Wealth Partners LLP?
Stephen Geraghty, Cfp(R) is listed as Principal at Kovalcik & Geraghty Wealth Partners LLP.
Where is Stephen Geraghty, Cfp(R) based?
Stephen Geraghty, Cfp(R) is based in Columbus, Ohio, United States while working with Kovalcik & Geraghty Wealth Partners LLP.
What companies has Stephen Geraghty, Cfp(R) worked for?
Stephen Geraghty, Cfp(R) has worked for Kovalcik & Geraghty Wealth Partners Llp and Lincoln Financial Advisors.
How can I contact Stephen Geraghty, Cfp(R)?
You can use AeroLeads to view verified contact signals for Stephen Geraghty, Cfp(R) at Kovalcik & Geraghty Wealth Partners LLP, including work email, phone, and LinkedIn data when available.
What schools did Stephen Geraghty, Cfp(R) attend?
Stephen Geraghty, Cfp(R) holds Bsba, Finance And Accounting from The Ohio State University Fisher College Of Business.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial