Verified recordFinancial Services

Katie Steck

Case Manager at Copia Wealth Management & Insurance Services

Based in San Diego, United States

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Seniority

Staff

Department

Customer/Client Service

Location

San Diego

Industry

Financial Services

Company size

6

Contact information

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Email

1 credit

k•••••••@copiawm.com

Phone

5 credits

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Background

About Katie Steck

I love helping people accomplish their goals, dreams, and desires! Helping people have a better relationship with money and become more aware of their spending makes all the difference in the world. Our team looks at every financial decision you make to help put the pieces of the puzzle together to get you where you want to go.

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