Kopka Financial
Finance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
124 Walnut St Apt 206, Wilmington, North...Phone Number
(910) 800-0095Website
www.kopkafinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
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1
1
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1
About Kopka Financial
Kopka Financial specializes in expert financial planning and investment management services tailored specifically for widows and caregivers. The company focuses on creating personalized financial life plans that provide clarity, stability, and purpose, while also managing investments to grow and preserve clients' resources. With a compassionate approach, Kopka Financial addresses the unique challenges faced by its clients, helping them navigate financial decisions during significant life transitions. Led by Megan Kopka, a certified financial planner with extensive experience, the firm aims to empower clients to achieve financial independence and peace of mind.Explore more
Kopka Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Kopka Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Kopka Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kopka Financial.
Kopka Financial Tech Stack
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Kopka Financial specializes in expert financial planning and investment management services tailored specifically for widows and caregivers. The company focuses on creating personalized financial life plans that provide clarity, stability, and purpose, while also managing investments to grow and preserve clients' resources. With a compassionate app... Read More
