Stephanie Gudka, CFP®
Executive Financial Advisor
Bellco Branches: Westminster and 98th & Washington
Stephanie has been helping her clients build a brighter financial future with prudent investment planning and advice since 1993. As a Certified Financial Planner™ professional, she focuses on clients' investments, insurance, estate planning, and retirement needs. Stephanie specializes in helping her clients navigate their options at retirement, including income planning and distributions of 401(k)** and pension plans.
Stephanie offers customized financial-planning services tailored to help achieve a client's specific goals while balancing their risk and reward. She enjoys working with individuals and families who seek a brighter financial future. If you're thinking of saving for retirement, helping to increase your income, or protecting your family's financial well-being through insurance, stop by and visit with Stephanie today.
Stephanie is a graduate of Ft. Lewis College in Durango, CO, and holds a BA in Business with a minor in Finance. She is registered as a General Securities Representative and a General Securities Principal through Osaic Institutions*.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.