Megan Koopman, CFP

Megan Koopman is a Certified Financial Planner™ serving the Southwest.  She has been in the financial industry for over 20 years between working at a CPA firm and completing her Series 7, 63, and 66 Securities & CFP® designation along with state insurance licenses. 

In 2004 she graduated from DeVry University, earning a Bachelor’s Degree in Business Administration. Megan has a strong background in taxation and real estate and has a passion for sustainable and green investing.  Using the financial and tax experience, and the education she accumulated over her career, 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.