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Stephen G

CFP®, Series 63

Upper Arlington, OH

Kovalcik & Geraghty Wealth Partners Llp

Stephen Geraghty is a CFP® with 26 years of industry experience, currently serving as an advisor at Kovalcik & Geraghty Wealth Partners LLP since 2012. He has been involved with the Junior Achievement nonprofit organization since 2004. Kovalcik & Geraghty Wealth Partners is a small advisory firm serving individual clients, including high-net-worth individuals and corporate executives, as well as donor-advised funds. The firm provides financial planning and portfolio management using a combination of fundamental, technical, and cyclical analysis across various strategies tailored to client objectives.

Charitable giving & philanthropy Wealth management Executive Retired
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