Stephanie McCullough - American Financial Management Group | Philadelphia Financial Planner
Stephanie Staff American Financial Management Group

Stephanie McCullough, CEO

Stephanie founded Sofia Financial in 2011 after 14 years as a financial advisor, with the goal to empower women to make wise financial decisions, address their areas of money stress, and free up their time and mental energy to spend on the things that are truly important. She believes that everyone, regardless of income level, deserves quality, objective advice and excellent service from caring professionals who really listen and are motivated solely by their clients’ success.

Before transitioning into financial services, Stephanie held a wide variety of jobs, including working at the U.S. Department of Commerce in Washington, DC; teaching people more than twice her age how to confidently handle a sailboat at the Annapolis Sailing School; and organizing stimulating educational events for high school students at the World Affairs Council of Philadelphia.

Stephanie is married and has two teenagers. She earned an M.A. in International Economics from the Johns Hopkins School of Advanced International Studies and a B.A. from Duke University.

Let's Talk

The true value of planning emerges in the discussion and collaboration of our knowledge applied to your unique circumstances. We bring our areas of expertise to your areas of curiosity, ambition and worry.

Let’s get this conversation started.


Please enjoy our latest thoughts on pertinent issues. Remember there are no “one-size –fits-all” solutions when it comes to money.

Anticipating Policy Changes in Retirement

At the close of 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, providing a ...

Retiring Before Your Time

When most of us take a trip, we make a plan so we can enjoy the journey. When ...

How to Spend “Enough” in Retirement

I frequently describe retirement as the time of your life when you have both the time and resources ...


As we all stay tuned to the news of the Covid-19 outbreak, we want you to know that ...