ws-logo-t2 - Daniel Kopp
Daniel (2) - Daniel Kopp
Daniel Kopp
Wise Stewardship Financial Planning, LLC

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8374 Market St. Suite 137 Lakewood Ranch, FL 34202

Issues and needs

Grief, Anxiety, Money Avoidance

Occupational specialties

Military and First Responders, Young Widows

About

Daniel Kopp, MA, MS, CFP ®, is a fee-only, fiduciary financial planner, financial therapist, and founder of Wise Stewardship Financial Planning where he helps young widows and widowers as well as military members organize their financial lives by aligning their money with their deeply-held values. He leverages his personal experiences as a widower to Sarah and an Air Force veteran of nine years to offer a deeper level of engagement and connection with his clients. In addition to offering comprehensive, holistic financial planning services, he specializes in working with younger widows dealing with financial anxiety through the lens of financial therapy. This combined approach blends therapeutic and financial competencies d to help people reach their financial goals by thoughtfully addressing financial challenges, while at the same time, attending to the emotional, psychological, behavioral, and relational hurdles that are intertwined.

Daniel’s education includes his undergraduate as a BS in Economics from Purdue University with highest distinction, an MA in Strategic Leadership from American Military University, a Graduate Certificate in Financial Therapy and a MS in Advanced Financial Planning From Kansas State University (KSU). He has been published in the Journal of Financial Therapy for his research on working with widows dealing with money avoidance.

Daniel lives with his wife Anna and son in Sarasota, Florida where they love to explore new places, try interesting cuisines, play board games, and serve in their local church.

Professional Specialty Areas

Issues and needs

Grief, Anxiety, Money Avoidance

Occupational specialties

Military and First Responders, Young Widows

Languages

English

Religious/Spiritual

Christian

Disability/Ability

Sexuality

Racial Identities

About the Practitioner

Primary Professional Orientation

Financial

Delivery Method

Virtual

Country

USA

Service Area

Type of Service

Financial Planning, Investment Management, Estate Planning

Practitioner Gender

Male

Fee Structure

Flat fee, Assets under management

Practitioner Designations and Qualifications

Financial Therapy Designations

Mental Health Designations

Financial Designations

Certified Financial Planner

Education

Masters in Financial Planning

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