Stephanie Y. Vokral
🌺 Empowering HNW women & families pursue generational wealth 🌺
- Role
- Wealth Advisor at Investra
- Location
- Columbia, SC, US
- LinkedIn followers
- 500 followers
About Stephanie Y. Vokral
With 26 years as a financial advisor, Stephanie’s passion is to help clients successfully…
Experience
Wealth Advisor
Jan 2024 — Present · US
Great accomplishments begin with a great plan! As wealth managers and financial planners, wholistic planning is at the heart of what we do. As fiduciaries, we are legally bound to act in your best interest in an advisory capacity. We have no proprietary products and are independent of the investment managers, custodians, and insurance providers that we may recommend to you. Our fee-only compensation structure as Independent Advisor Representatives enables us to work entirely for your best interests. Additionally, we are proud to be members of LPL Financial and the Independent Advisor Alliance, two distinguished organizations consisting of highly trained financial advisors and professionals who are committed to working in the best interest of those they serve.The difference between Private Wealth Management and financial advisory is critical. On a broad level, Wealth Managers, also known as Wealth Management Professionals or Wealth Advisors, are financial advisors who can help you manage your wealth on a fully integrated basis.At InVestra we provide services such as:Asset ManagementBusiness Exiting PlanningDivorce Financial PlanningEducation PlanningEstate PlanningFinancial PlanningGoals-Based SavingInsurance and Risk ManagementRetirement PlanningRisk ManagementTax PlanningTrust Services
Education
Columbia International University
Graduate Work
Presbyterian College
BS, Psychology
1989 — 1992
Skills
- Estate Planning
- Strategic Financial Planning
- Taxes
- Female Retirement Planning
- Financial Advisor
- South Carolina
- Retirement Planning
- Wealth Advisor
- Education
- Company Retirement Plans
- Foundations
- Investment and Planning Strategies
- Business Issues
- Lpl Financial
- Investment Management
- Investment Advisor
- Portfolio Management
- Personalized Investment Plans
- Endowments
- Women Business Owners
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