Stephanie M.

Founder, Financial Planner, Podcaster at Sofia Financial

Financial Services and Wealth Management

Education: Duke University - Johns Hopkins School of Advanced International Studies (SAIS)
Philadelphia, PA, USA

Biography

Stephanie changed careers at age 30 to work with her father, a lifelong financial guy. But she didn’t feel it was her calling until she discovered the Human Side of money. Talking about spreadsheets and investment performance wasn’t doing it for her! She discovered she loves digging into people’s money stories and motivations, and designing custom, personalized strategies to help them align their money with their values. A graduate of Duke University and the Johns Hopkins School of Advanced International Studies, former sailing instructor and yearbook editor, it’s only looking back that she can see how all these things prepared her for the work she loves today.

Featured Video

I am willing to travel

More than 100 miles

When it comes to payments

I sometimes get paid for speaking

Topics

financial planning empowering women women and money money behavioral economics personal finance different money conversation women in transition women womens health wellness wellness at work financial literacy financial health money mindset womens wellness