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Stephanie Gudka, CFP®

Executive Financial Advisor
CUSO Financial Services, L.P.

Phone: 303-487-8466
Email: cfs-sgudka@bellco.org

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Branches: Westminster and 98th & Washington

Stephanie has been helping her clients build a brighter financial future with prudent investment planning and advice since 1993. As a Certified Financial Planner™ professional, 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 help 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 increase 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 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. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: 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 CFS. The 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.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. 

 


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