Financial adviser dedicated to helping people: A champion for women in business | News

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“Meet the Woman Realigning Finances and Empowering Clients in Johnstown”

In the world of finance, women are making significant strides and breaking barriers in what has traditionally been a male-dominated industry. Kayla Puchko Stephenson, a financial adviser at Puchko Financial Associates in Johnstown, Pennsylvania, is a shining example of a woman who is making a difference in the financial world.

Puchko Stephenson’s journey to becoming a financial adviser was not a traditional one. Initially, she had aspirations of entering the medical field and pursued chiropractic studies. However, after realizing that chiropractic wasn’t the right fit for her, she turned to her father, Doug Puchko, who is the founder of Puchko Financial Associates, for guidance.

Upon joining her father’s financial advisory firm, Puchko Stephenson discovered her passion for helping people with their finances. She saw firsthand how her father was able to assist clients in making sound financial decisions and knew that she wanted to follow in his footsteps. Over the years, she has obtained various licenses and certifications to better serve her clients, including being a certified master mentor with the Circle of Wealth system and earning the Retirement Income Certified Professional designation.

One of the unique aspects of Puchko Stephenson’s role as a financial adviser is her ability to work with a diverse range of clients. From young professionals just starting their careers to individuals approaching retirement, she helps clients navigate their financial goals and make informed decisions about their money. Her expertise and dedication to her clients have earned her the respect and admiration of her peers in the industry.

As a woman in the financial industry, Puchko Stephenson acknowledges that she is in the minority. However, she believes that having more women in the industry is crucial, especially given that women often manage household finances and may have assets to make responsible financial decisions with. She hopes to inspire other women to pursue careers in finance and show that they can thrive in this male-dominated field.

Puchko Stephenson’s impact on her father’s financial advisory firm has been significant. Her advocacy for technology has helped the firm adapt to the changing needs of clients, particularly younger families who prefer virtual meetings. Her forward-thinking approach and dedication to her clients have been instrumental in the firm’s success.

In addition to her professional accomplishments, Puchko Stephenson is a devoted mother to two daughters. She hopes to instill in them the importance of finding happiness in whatever they choose to pursue in life. Whether they follow in her footsteps in the financial industry or forge their own paths, she wants them to know that their happiness and fulfillment are paramount.

Overall, Kayla Puchko Stephenson’s story is a testament to the power of perseverance, passion, and dedication in the financial world. As a woman leading the way in a male-dominated industry, she is paving the path for future generations of women to succeed in finance and make a positive impact on the lives of others.