Over time, you have many professionals doing different things with your "pieces". As such, these individuals may move on to other careers or pursuits and are replaced with other professionals whom you don’t really know and that are not fully in-tune with your specific circumstance. But more importantly, these individuals are only interested in their specific "piece" and handle it with what we call tunnel vision; only interested in their specific area of expertise. As a result, you end up with disjointed "pieces" that do not quite fit together. At Copia Wealth Management, we look at all your financial "pieces" and show you how they work together to create a solid financial strategy and retirement plan. More importantly, we show you how these pieces can be preserved and balanced by working in concert with each other to achieve financial independence.
View Top Employees from Copia Wealth Management & Insurance ServicesWebsite | http://copiawm.com |
Revenue | $6 million |
Employees | 10 (10 on RocketReach) |
Address | 2333 Camino Del Rio South Suite 240, San Diego, California 92108, US |
Phone | (619) 640-2622 |
Fax | (619) 640-2600 |
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Industry | Financial Services, Insurance |
Web Rank | 30 Million |
Competitors | Business Benefits Planning, Heckman Financial and Insurance Services, Inc., JP SANTANIELLO Retirement Planning Solutions, RFS Financial |
SIC | SIC Code 641 Companies, SIC Code 64 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 524210 Companies, NAICS Code 524 Companies, NAICS Code 52421 Companies, NAICS Code 5242 Companies |
Looking for a particular Copia Wealth Management & Insurance Services employee's phone or email?
The Copia Wealth Management & Insurance Services annual revenue was $6 million in 2024.
CCPS Rich Jacobson is the President and Chief Executive Officer of Copia Wealth Management & Insurance Services.
10 people are employed at Copia Wealth Management & Insurance Services.
Copia Wealth Management & Insurance Services is based in San Diego, California.
The NAICS codes for Copia Wealth Management & Insurance Services are [52, 524210, 524, 52421, 5242].
The SIC codes for Copia Wealth Management & Insurance Services are [641, 64].