Stephanie Vokral
SV

Stephanie Vokral

Linkedin Profile
Financial Planner, Managing Principal at The Financial Knot® | Columbia, South Carolina, United States
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About Stephanie Vokral

  • Stephanie Vokral, as the Managing Principal and Financial Planner at The Financial Knot®, leverages her extensive 26 years of experience to empower clients through significant life transitions. Based in Columbia, SC, she has cultivated a deep understanding of the unique financial challenges faced by individuals...
    Stephanie Vokral, as the Managing Principal and Financial Planner at The Financial Knot®, leverages her extensive 26 years of experience to empower clients through significant life transitions. Based in Columbia, SC, she has cultivated a deep understanding of the unique financial challenges faced by individuals navigating divorce, the loss of a spouse, and retirement planning. Stephanie’s approach is rooted in empathy and clarity, transforming complex financial situations into actionable, realistic plans that instill confidence and security for her clients and their families. At The Financial Knot®, Stephanie spearheads key projects that focus on high-net-worth individuals (HNWI), providing independent financial advice tailored to their specific needs. Her expertise in tax planning, retirement income strategies, and estate planning allows her to craft comprehensive financial strategies that not only address immediate concerns but also lay the groundwork for long-term financial health. She is particularly adept at managing Individual Retirement Accounts (IRA) and qualified retirement plans, ensuring that her clients maximize their benefits while minimizing tax liabilities. Stephanie’s commitment to education and empowerment is evident in her client interactions, where she prioritizes clear communication and personalized service. By demystifying financial concepts and strategies, she helps clients transition from confusion to clarity, fostering a sense of control over their financial futures. With her deep roots in the Columbia community and a passion for helping others, Stephanie Vokral continues to make a significant impact in the lives of those she serves, guiding them toward financial independence and peace of mind.
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  • Stephanie Vokral Work

    • Financial Planner, Managing Principal at The Financial Knot® in June 2019 to Present
    • Wealth Advisor at InVestra in January 2024 to Present
    • Wealth Advisor at Critical Transitions Wealth Advisors in January 2014 to January 2024
  • Stephanie Vokral Education

    • Presbyterian College, BS, January 1989 to January 1992
    • Chapin High School
    • Columbia International University, Graduate Work
  • Stephanie Vokral Skills

    • Asset ManagementCertified Financial PlannerRisk Management
      Life TransitionsCreative Problem SolvingFamily Wealth ManagementHNWFinancial AdvisoryIndependent Financial AdviceeMoney Financial Planning Software for AdvisorsTax PlanningDivorceRoth IRAsRetirement Income Strategies401(k) Retirement Savings PlansIndividual Retirement Accounts (IRA)Retirement SavingsQualified Retirement PlansWomen Owned BusinessWomen's IssuesWomen's LeadershipWomen's MinistryHigh-Net-Worth Individuals (HNWI)LPL FinancialInvestment AdvisorRetirement PlanningWomen Business OwnersBusiness IssuesFemale Retirement PlanningWealth AdvisorFinancial AdvisorStrategic Financial PlanningInvestment and Planning StrategiesInvestment ManagementEndowmentsEstate PlanningFoundationsPersonalized Investment PlansCompany Retirement PlansSouth CarolinaPortfolio ManagementTaxesEducation

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  • About Stephanie Vokral's Current Company

  • Frequently Asked Questions about Stephanie Vokral

    • What is Stephanie Vokral email address?
      Email Stephanie Vokral at s***l@thefinknot.com and s***l@lpl.com. This email is the most updated Stephanie Vokral's email found in 2025.
    • What is Stephanie Vokral phone number?
      Stephanie Vokral phone number is +1.8039203519 and (803)749-7012.
    • How to contact Stephanie Vokral?
      To contact Stephanie Vokral send an email to s***l@thefinknot.com or s***l@lpl.com. If you want to call Stephanie Vokral try calling on +1.8039203519 and (803)749-7012. (updated on March 21, 2024)
    • What company does Stephanie Vokral work for?
      Stephanie Vokral works for The Financial Knot®
    • What is Stephanie Vokral's role at The Financial Knot®?
      Stephanie Vokral is Financial Planner, Managing Principal
    • What industry does Stephanie Vokral work in?
      Stephanie Vokral works in the Financial Services industry.

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