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Gabe Stepanic, CFP®

Coda Financial Group

201 Commonwealth Court
Suite 220
Cary, NC 27511
Phone: (919) 415-2244
Fax: (919) 415-2248

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Business Taxes
  • Career Change
  • Investment Management
  • Estate Planning
  • Government & Military
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.