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CNBC Digital Financial Advisor Council

Richard Coppa

Richard Coppa
Richard Coppa

Richard Coppa, managing director of Wealth Health, has specialized in advising high-net-worth executives and business owners on wealth-management issues and financial planning, income, gift and estate-tax planning for more than 15 years.

A certified financial planner, Coppa is not only responsible for managing Wealth Health's day-to-day operations but also acts as advisor to many of the firm's clients. He regularly gives seminars on financial planning, real estate and wealth management to individuals, small groups and corporate executives throughout the country.

Coppa formerly was a vice president, wealth strategist, for the MDE Group; worked for AXA Advisors advising high-net-worth individuals; and practiced as a tax attorney with Cole, Schotz, Meisel, Forman & Leonard in New Jersey and Ernst & Young in New York.

He holds a bachelor's degree in mathematics from Boston College, a Juris Doctor degree from Seton Hall Law School and a master's degree in taxation from the Graduate Division of the New York University School of Law.

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Financial Advisors