Daniel Kopp, MA, MS, CFP ®, is a fee-only, fiduciary financial planner, financial therapist, and founder of Wise Stewardship Financial Planning where he helps young widows and widowers as well as military members organize their financial lives by aligning their money with their deeply-held values. He leverages his personal experiences as a widower to Sarah and an Air Force veteran of nine years to offer a deeper level of engagement and connection with his clients. In addition to offering comprehensive, holistic financial planning services, he specializes in working with younger widows dealing with financial anxiety through the lens of financial therapy. This combined approach blends therapeutic and financial competencies to help people reach their financial goals by thoughtfully addressing financial challenges, while at the same time, attending to the emotional, psychological, behavioral, and relational hurdles that are intertwined.
Daniel M. Kopp, MA, MS, CFP ®, MQFP®
Wise Stewardship Financial Planning, LLC
I'm Speaking At
12:00 PM -
2:30 PM -
3:15 PM
Empowering Clients with Solution Focused Financial Therapy (SFFT)
Southtown 3
Are you struggling to connect with clients who feel disempowered or disengaged in their financial lives? This presentation will focus on providing planners, advisors, and coaches with i...
AFC® CEU CFP® CE