Stephen Koda Email & Phone Number

Advisory services offered through Advocate Investing Services, a Registered Investment Advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of Advocate Investing Services and have not been reviewed by Advocate Investing Services as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit http://www.advocateinvesting.com.-----------------------------------------------------------------------------------------------------------------As a recent graduate from the University of MD Smith School of Business, I know what it’s like to balance the demands of paying off student loans while making sure my bank account can cover the rising costs of basic necessities, (not to mention saving up for a place I can call my own).If this is where you are right now, I hear you: It sucks. But, there are ways you can get what you want tomorrow with a little bit of financial planning today. If you’re like many people I talk with, financial planning seems like something for older adults, not us 20-somethings. Sure, financial planning helps with retirement, but it also helps you achieve short term goals, like:1. Moving out of your childhood home2. Buying or renting your own place3. Saving up for an engagement or wedding that you both will love4. Making sure you have a safety net should you ever lose your jobReally, whatever your goals, a financial plan can make it easier to get there faster. This is where most people just like you stop because you:1. Might not know where or how to start2. Don’t have the time3. Think you need a lot of money4. Need to focus on today’s issuesI get it. And I can help you by crafting an easy to follow plan that will help you lay the groundwork. Still not enough?Not to worry. We have services that might be a better fit for you and your busy life. The most important part is that there’s a financial plan that can be customized just for you. And, at an affordable rate that will make you wish you got started earlier.So stop waiting for your goals to come to you. Let me help you get there. Faster.

Listed skills include Leadership, Microsoft Office, Social Media, Microsoft Excel, and 3 others.

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  University Of Maryland - Robert H. Smith School Of Business

  Finance