Megan Kopka (CFP®, RLP)
Megan Kopka focuses in the
following client markets or areas of practice:
- Hourly
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Special Needs Planning
- Women's Financial Planning Issues
- Hourly
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Special Needs Planning
- Women's Financial Planning Issues
Planning Specialties
Megan Kopka is passionate about helping women—especially caregivers and widows—find financial security and the freedom to live fulfilling lives through intentional life planning and investing. Drawing from her diverse experiences as a former math teacher, wife, mom, widow, solo parent, caregiver, medical advocate, business owner, and feminist, Megan offers unique insights on integrating money with life values.
Megan is both a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Registered Life Planner (RLP®), blending her personal, professional, and altruistic missions to serve clients meaningfully. She specializes in working with widows and caregivers, providing holistic financial guidance to help them navigate life transitions confidently. Megan’s passion for empowering widows and caregivers is rooted in her own journey as a caregiver for her late husband, Keith, whose battle with ALS transformed her understanding of the intersection of life and finances.
Additional Information
In addition to her work, Megan cherishes time with her two grown children: Bruce, a second mate in the maritime industry, and Jaden, currently pursuing a career as a commercial pilot. Megan co-founded the Cape Fear Community of the Modern Widows Club (MWC) in May 2020 and served as a community advocate through 2023. Now, she serves the organization as Board Chair of the Modern Widow’s Club, The Movement for Widow Care, where she furthers the mission of empowering widows across the nation through advocacy, education, and mentorship.
She helps widows and caregivers step into their next chapter with clarity, confidence, and a plan tailored to their unique lives. Whether salsa dancing, enjoying the outdoors, or spending time with her grown children, Megan stays grounded in the joy of life’s simple moments, which inspires her work to help others do the same.
Megan enjoys traveling, reading, spending time outdoors, salsa dancing, and connecting with colleagues and widows through her educational presentations on financial wellness, life planning, and navigating widowhood.
NAPFA Start Date
April 08, 2020
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