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.
Information about securities-registered professionals may be found at FINRA BROKERCHECK.
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.
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