How Women Can Break into Financial Services Careers and Why They Should with Stephanie McCullough

Stephanie McCullough is a veteran financial advisor with 27 years of experience. Inspired by her father, a long-time financial advisor, she transitioned into the financial sector at age 30. Recognizing the value of his work, she decided to join his business. A pivotal moment in 1998, when she met a coach at a chamber of commerce event, significantly shaped her professional journey. Stephanie founded Sofia Financial in 2011 and focuses on empowering women to confidently take control of their financial futures. She creates a safe space for open and vulnerable discussions about financial matters.

Featured Resources 

• Stephanie McCullough on LinkedIn

• Stephanie McCullough on Instagram

• Sofia Financial on LinkedIn

• Sofia Financial on Facebook 

• Externship at Amplified Planning

• Financial Planning Association 

• AGC Advisors Growing As a Community

• Michigan State Financial Planning 

• The National Association of Personal Financial Advisors 

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Tune in now as we chat with Stephanie about the power of her human-first approach and how she creates a safe space for her clients, tips for finding the right fit financial advisor, and how she provides support and education to help make financial planning less intimidating.