Steven Coppola

Background

About Steven Coppola

After I left the corporate world, I wanted to create a firm that is client focused and not sales focused. I wanted to work with a small number of families to truly make a difference in their lives and not just have them add to the bottom line of some corporation. I now work for my clients, their best interests are my only interests. I am the founder of Coppola Wealth Management and a registered representative with LPL Financial. With more than 20 years of professional experience working with individual and corporate clients, I have earned the reputation for delivering excellence as a financial services professional and as a leader within the community. I largely work with affluent individuals, families, and business owners, assisting with wealth management, retirement planning, charitable giving strategies, and more. I have helped thousands of clients with 401ks, IRAs, Retirement Planning, Income Planning, and setting up Small Business Retirement Plans. Every client's plan is customized for them, I do not use cookie cutter portfolios. Every person is unique and so is their situation. Whether you are looking for what to do with your old 401k, current IRA or annuity, I can help decipher your assets in plain English. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Coppola Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit For hyperlinks to FINRA and SIPC, please refer to the Contact Section.