Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we strive to educate individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team can add perspective and provide a distinct approach to your financial strategies.

Meet Our Team

Steven L. Coppola, CFP® AIF®

Wealth Manager

(856) 291-9203

(856) 302-4613


Steven L. Coppola is the founder of Coppola Wealth Management and a registered representative with LPL Financial with more than 17 years of professional experience working with individual and corporate clients.

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Glen Veale

Business Development