Experienced Managing Director with a focus on complex issues of compensation and benefit planning, retirement planning, tax planning and overall wealth management. I am a CERTIFIED FINANCIAL PLANNERTM with more than 20 years of experience in the industry.
Richard Coppa
Managing Director
Mariner
United States, New Jersey, Roseland
About Me
Profile Information
Managing Director
Mariner
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Roseland
New Jersey
United States
Feb 24, 2025
More profiles to browse
JS
Jana Shoulders
Managing Director & Senior Wealth Advisor
Bob Lee
Wealth Advisor | Business Exit and Succession Planning | Trusts, Estates & Wealth Management
Brian Leitner
Managing Director, Wealth Solutions
Andrew Welzel
Director & Senior Wealth Advisor
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management