Stephanie Kuo is a marketing coordinator in the Marketing department at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. In this role, she works with our Wealth Management partners to develop communication strategies that meet business requirements, while managing the process within the Marketing team to execute benefit-driven communication solutions that create value for our clients and are on budget and on time. She has her bachelor’s degree in psychology and sociology from Chapman University.
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Commonwealth Independent Advisor offers thought leadership and guidance for financial advisors on topics ranging from practice management and marketing, to financial and estate planning, to information security.