Erin Eiras, Wealth Advisor, CPFA®, CEPA®; Stephanie Vokral, Wealth Advisor, AIF®, CFP®, CDFA®
Level up! What do you do when you’ve reached the top of your career after 25 years? If you are Stephanie Vokral, CFP®, AIF®, CDFA®, Wealth Advisor, you level up!
As an Accredited Investment Fiduciary (AIF®) assisting clients in their fiduciary roles and a Certified Financial Planner (CFP®) with extensive training in investments, risk management, estate planning, tax planning, education planning, and retirement planning, Stephanie successfully helps clients navigate life transitions like retirement, divorce, and loss of a spouse. She is also a Certified Divorce Financial Analyst (CDFA®) who has worked with hundreds of clients to prepare financial affidavits, aided in mediations, and advised on property settlement issues as a trained South Carolina Family Court mediator and Collaborative Divorce professional.
Stephanie is a highly trained and competent professional who knows her clients require professional teams for support. That’s where InVestra and Wealth Advisor Erin Eiras come into play. InVestra, a wealth management firm headquartered in Jacksonville, Florida, has a cohort of experts including a dedicated paraplanner, insurance specialist, Certified Plan Fiduciary Advisor (CPFA®), and a Certified Exit Planning Advisor (CEPA®) for business owner clients. Having a team of specialists helps navigate the complexity that our high-net worth customers face. “With our core values of financial empowerment, client centric services encompassing excellence in wealth management, InVestra now has a new home in South Carolina,” says Erin Eiras, founder of InVestra. “We see another powerhouse woman in Stephanie and know the good work and reputation she has locally.”
InVestra is a distinguished wealth management firm known for its commitment to financial planning and generational wealth management. InVestra is a proud partner with LPL Financial.
“InVestra is dedicated to providing personalized financial solutions that align with the unique goals of my clients,” says Vokral, “We just added a little Southern hospitality here in South Carolina.”
Stephanie Vokral is a member of the Financial Planning Association of South Carolina, S.C. Academy of Collaborative Professionals, Association of Divorce Financial Planners, and International Academy of Collaborative Professionals. She is also an active member of the Advisory Board for Hope Haven of SC and United Way of the Midlands’ Women in Philanthropy.
