Megan Koopman

Megan is a Certified Financial Planner^™ with an office in Phoenix, Arizona. She has been in the financial industry for over 20 years between working at a CPA firm and completing her FINRA Series 7, 63, and 66 Securities & CFP^® designation along with state insurance licenses. In 2004 she graduated from DeVry University, earning a Bachelors Degree in Business Administration. Megan has a strong background in taxation and real estate. Using the financial and tax experience, and the education she accumulated over the last decade, she began her independent financial planning firm partnering with several local business professionals. Not only is she an entrepreneur in business but also a teacher for her clients and peers.