Megan Kopka, CFP®, RLP®

Professional Compassionate Financial Guidance

Megan Kopka, CFP®, RLP®

Megan draws on over 18 years of expertise to provide personalized financial life planning and investment management. As a widow, former caregiver, and solo parent, she offers a unique blend of experience and empathy, guiding clients toward clarity and confidence in their financial journey.

A Personal Approach

A caring partner in your financial journey

Megan began her career in finance not as an advisor, but as an investor seeking solutions. With a background in teaching and a talent for problem-solving, she transitioned to financial services in 2007. Her experience spans large wire houses, boutique firms, and solo advisory roles, culminating in the founding of Kopka Financial, LLC—an independent, fiduciary firm dedicated to personalized care.

Megan’s journey into financial life planning is deeply personal. As a widow, solo parent, and former caregiver, she understands the complexities of navigating significant life transitions. Her experiences drive her compassionate approach, empowering clients to take control of their financial lives with peace of mind and a clear path forward.