First Command Financial Advisor - Stephanie Caro, RICP®

Business Information
Stephanie Caro joined First Command Financial Services as a Financial Advisor in September 2021. As a military spouse, she understands the unique situations and circumstances that place pressure on military families and is committed to helping them discover the confidence and peace of mind that come from financial security.

Stephanie has a Bachelor’s degree in Sociology from St. John's University and a Master’s degree in Leadership from University of West Florida. She holds Series 7 and 66 securities licenses plus life and health insurance licenses in Florida and Virginia.

Stephanie is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family she serves.

Active in her community, Stephanie is a volunteer for Metropolitan Ministries and the USO.

In addition to running and traveling, she loves spending time with her husband, two children and Ollie, her Jack Russell Terrier.

First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”




Specialties:
Comprehensive financial planning, Investment strategies, Retirement income planning, Risk management