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Stephanie Gudka, CFP®

Executive Financial Advisor
CUSO Financial Services, L.P.

Phone: 303-487-8466

Branches: 120th/Huron, Westminster, 98th and Washington, Thornton

Stephanie has been helping her clients build a brighter financial future with prudent investment planning and advice since 1993. As a Certified Financial Planner™, she focuses on clients' investments, insurance, estate planning, and retirement needs. Stephanie specializes in helping her clients navigate their options at retirement, including income planning and distributions of 401(k)** and pension plans.

Stephanie offers customized financial-planning services tailored to achieve a client's specific goals while balancing their risk and reward. She enjoys working with individuals and families who seek a brighter financial future. If you’re thinking of saving for retirement, helping to maximize your income, or protecting your family’s financial well-being through insurance, stop by and visit with Stephanie today.

Stephanie is a graduate of Ft. Lewis College in Durango, CO, and holds a BA in Business with a minor in Finance. She is licensed to provide financial advice to Colorado residents, as well as residents of the following states: AZ, CA, FL, IN, KS, LA, MD, ME, MO, MT, NC, NM, PA, VA, WA, and WY. She is registered as a General Securities Representative and a General Securities Principal through CFS*.

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 *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("Bellco"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through Bellco: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through Bellco. Bellco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union customers.

**Before deciding whether to retain assets in an employer-sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, and possession of employer stock.


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