Gabe Stepanic, CFP®

Gabe Stepanic
CFP®

Managing Partner

Phone: 
808-441-6420
Fax: 
800-943-8752

CFP.jpg CERTIFIED FINANCIAL PLANNER™

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Gabe serves as a Managing Partner with Coda Financial Group and is a CERTIFIED FINANCIAL PLANNER™ Practitioner. His primary focus is assisting clients to enhance and improve their overall life plan.  Drawing on 14 years of industry experience, Gabe educates clients on strategies designed to achieve comprehensive financial independence including:

  • Investment Advisory
  • Tax Reduction Strategies
  • Risk Management
  • Estate Preparation

Through his investment advisory and financial planning practice, Gabe represents a complete spectrum of mutual fund families, stocks, bonds, annuities and insurance related programs. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, Gabe offers both institutionally managed programs as well as fee based consulting.

While anyone can use the title “financial planner,” only those professionals who have fulfilled the experience, education, certification and renewal requirements of the CFP Board can display the CFP® certification marks. CFP® professionals are held to a fiduciary standard of care, meaning we are legally required to act in our clients’ best interest. In contrast, salespersons of financial products are not held to the fiduciary standard of care.

Above all, Gabe believes in the importance of creating life-long relationships with clients and strives to become an invaluable partner throughout the entire planning process.

Outside of the office, Gabe enjoys spending time with his wife Iris, son Matthew and daughter Maya.  He also enjoys relaxing at the beach, exercising, and watching Pittsburgh Steeler football.

 

Video Welcome Message

 

  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Director, Financial Planning Association of Hawaii
  • 2006 graduate of University of Hawaii at Manoa, College of Business,  CFP® Program
  • 1992 graduate of Clarion University of Pennsylvania with a BS in Public Communication
  • Registered Representative, National Planning Corporation
  • Investment Adviser Representative, National Planning Corporation
  • Member, Financial Services Institute
  • Member, Financial Planning Association (FPA®)
  • Alumni, Tau Kappa Epsilon
  • Registered - States of HI, CA, WA, OR, UT, NV, CO, TX, GA, FL, NC, VA, OH, MD & PA
  • Licensed Insurance Producer - States of HI, CA, UT, NV, CO, TX, TN, GA, NC, VA, OH & PA
  • Securities Registrations: FINRA Series 6, 7, 63, and 65

                   

 

NPC does not provide tax or legal advice. This information is general in nature and should not be construed as tax or legal advice. Tax and Estate Planning Services offered thru third party.

Please consult your independent tax and/or legal adviser for guidance on your particular situation.

Investing entails inherent risk and NPC does not guarantee investment success, nor should it be assumed that working with a SmartVestor Pro will produce better results than working with a financial professional who is not associated with the program. Financial professionals pay afee to be listed as a SmartVestor Pro and are not screened based on investment performance or client testimonials. NPC is an independent company and is not affiliated with SmartVestorPro, Lampo Licensing, LLC or Dave Ramsey and their related businesses.

The information being provided is strictly as a courtesy. When you link to any of the web sites provided herewith, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor are the companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site. By clicking on the link above you will leave our website and assume total responsibility and risk for your use of the site.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Coda Financial Group and NPC are separate and unrelated companies.

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