Kopelman specializes in helping high-achieving millennials begin their path to wealth-building. "My passion is helping millennial clients from the beginning establish not only a strong foundation, but also the financial behaviors that will make a lasting impact on their families," Kopelman said. "Basically, I get them as a blank canvas and help them create their financial masterpiece."
Financial education made easy.
Learning just a few concepts that we cover in these guides can save you thousands of dollars over your lifetime.
• The Ultimate Guide to Understanding Taxes
• The Ultimate Guide to Automating Your Money
• The Ultimate Guide to Understanding Insurance
• A Young Professional's Guide to Estate Planning
• The Ultimate Guide to Understanding Equity Compensation
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