Stephanie Mackara

About Stephanie Mackara

Byline BIO: Stephanie W. Mackara, JD, CDFA™, is President & Principal Wealth Advisor of Charleston Investment Advisors, LLC. A financial socialization expert, Stephanie is a wife, mother, and author of the new book “Money Minded Families.” She teaches people that financial wellness begins with your mindset, not your bank account. Learn more at www.moneymindedfamilies.org.

Broadcast BIO: As parents, our attitudes toward money and financial planning have a profound effect on how well prepared our children are to handle their own finances. Our guest today is Stephanie Mackara, (SAY Ma-Cara) a wife, mother, financial advisor, and author of the new book “Money Minded Families.” Learn more at www.moneymindedfamilies.org. Welcome, Stephanie. Why do you say family financial wellness begins with your mindset, not your bank account?

Full BIO: Stephanie W. Mackara, JD, CDFA™, is President & Principal Wealth Advisor of Charleston Investment Advisors, LLC. A financial socialization expert, Stephanie is a wife, mother, financial advisor, and author of the new book “Money Minded Families.” She teaches people that financial wellness begins with your mindset, not your bank account.

Stephanie is a 20+ year veteran in the field of Investment Advisory Services. Helping people, whether it’s planning for retirement or saving for college, is Stephanie’s passion. In addition to developing a custom investment allocation and financial plan for each client, she conducts regular meetings with clients to reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant.

Stephanie is committed to acting as a fiduciary and helping individuals achieve a more secure financial future as they navigate through life’s transitions. She began her career at Merrill Lynch and then joined Lockwood Advisors, an independent registered investment advisory firm. She spent more than 14 years with Lockwood as an associate partner and a member of the executive committee. Before joining Charleston Investment Advisors, LLC, Stephanie was a founding member of a boutique Investment Management firm in Philadelphia, PA.

Ms. Mackara is very involved in the community and serves on two local boards. She is the Vice President of the Executive Committee for Bridges for End of Life, a local nonprofit whose mission is to help individuals experience living fully and dying well. She also serves at the Treasurer for the South Carolina Lowcountry Business Leadership Network, a non-profit that serves to empower businesses and our community through disability inclusion and empowerment in the workplace.

Stephanie holds a degree in Psychology from West Chester University, in Pennsylvania and a Juris Doctorate from Widener Law School, in Wilmington DE. Stephanie also earned her Certified Divorce Financial Analyst (CDFA™) designation in order to help her clients navigate the financial complexities and challenges associated with divorce.

She lives with her husband Bernie and son Jacob on Daniel Island, SC where she is actively involved with the community. In her free time she enjoys running, writing, cooking, traveling and spending time with friends and family.
Learn more at www.moneymindedfamilies.org and www.charlestoninvestmentadvisors.com.
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