# KOPKA FINANCIAL

KOPKA FINANCIAL is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** kopkafinancial.com
- **LinkedIn:** https://www.linkedin.com/company/megan-kopka-cfp%c2%ae-rlp%c2%ae-a5271a9

## Regulatory record

- **CRD number:** 293234
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/293234

## About

Kopka Financial provides holistic financial planning for widows and caregivers. The firm offers financial life planning and investment management as ongoing services. Plans address investments, tax, estate, and cash flow planning, with personalized, tax-efficient portfolios.

## Sectors

- Widows and caregivers

## People

- Megan Kopka — CFP®, RLP®, founder
- Megan Kopka — CFP®, RLP®

## Questions

### What is Kopka Financial's known investment posture?

The office's specific investment posture is not publicly disclosed. Single family offices of this type often pursue a flexible mandate spanning direct investments, fund commitments, and separately managed accounts, but no specific transactions or sector concentrations have been attributed to Kopka Financial in public record.

## Related profiles

- [JHM Asset Management](https://altss.com/profile/jhm-asset-management-llc)
- [INNOVA/6 GP SARL](https://altss.com/profile/innova6-gp-sarl)

---

Last updated: 2026-08-11T15:07:12.582Z

Canonical page: https://altss.com/profile/kopka-financial-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology