I am proud to serve as the founder of Coppola Wealth Management and a registered representative with LPL Financial. Equipped with more than 25 years of professional experience working with individual and corporate clients, I strive to deliver excellence as a financial service professional and as a leader within the community. I largely work with affluent individuals, families, and business owners, and I assist with wealth management, retirement planning, charitable giving strategies, and more.
Prior to founding my firm in 2012, I worked with Fidelity Investments for more than 14 years. As the Vice President and Senior Account Executive, I worked exclusively with high-net-worth individuals regarding investments, estate planning, tax planning, college planning, and retirement income planning.
I am a CERTIFIED FINANCIAL PLANNER® professional, an Accredited Investment Fiduciary (AIF®), an Enrolled Agent (EA), and I hold securities registrations 7, 9, 10, and 63 with LPL Financial and the Series 66 with Private Advisor Group.
I received my Bachelor of Science in Finance from Northern Kentucky University.
I work hard to stay actively involved in the community. I previously served on the Board of Governors for the Philadelphia Securities Association and on the Board of Governors for the Edna G. Kynett Memorial Foundation. Currently, I am a board member of Say It With Clay, a non-profit organization dedicated to helping people with diverse special needs benefit from the therapeutic power of clay. I am also on the board of the Evesham Education Foundation, a nonpolitical organization that was formed to enhance and enrich the academic experience for all of the students in Evesham Township Schools.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER®in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.