Stephen Koda joined Advocate Investing Services as an Investment Advisor in 2021, bringing a passion for financial planning that started early. At 13, Stephen began trading in a custodial account his grandfather set up for him and knew from that moment that a career in investments was his path.
Stephen works with individuals and families on personal wealth management as well as business owners looking to build and optimize their 401(k) plans. His approach combines a genuine focus on helping clients reach their long-term financial goals with a deep understanding of the financial markets.
He holds a bachelor's degree in finance from the Robert H. Smith School of Business at the University of Maryland.
Outside of work, Stephen enjoys playing volleyball and pickleball.