Dan Kopack's Location
Gulf Breeze, FL, US
Dan Kopack's Work
- CFP @ FS Advisors
- Relationship Manager @ WA Asset Management, LLC
- CFP,CPA @ O'Sullivan Creel Wealth Advisors, LLP
- City Council Member, Mayor Pro Tem @ City of Gulf Breeze, Fl
Dan Kopack's Education
- University of Oklahoma
BBA (Accounting, Economics)
1965 - 1969 - University of Oklahoma - Price College of Business
Bachelor of Business Administration (BBA) (Accounting and Finance)
1965 - 1969
Dan Kopack's Skills
- Personal Financial Planning
- Series 65
- Certified Financial Planner
- CPA
- Tax
- Accounting
- Corporate Tax
- Income Tax
- Tax Preparation
- Internal Controls
Dan Kopack's Summary
Dan Kopack, based in Gulf Breeze, FL, US, is currently a CFP at FS Advisors, Inc., bringing experience from previous roles at Warren Averett Asset Management, LLC, O'Sullivan Creel Wealth Advisors, LLP and City of Gulf Breeze, Fl. Dan Kopack holds a 1965 - 1969 BBA in Accounting, Economics @ University of Oklahoma. With a robust skill set that includes Personal Financial Planning, Series 65, Certified Financial Planner, CPA, Tax and more, Dan Kopack contributes valuable insights to the industry. Dan Kopack has 5 emails and 1 mobile phone number on RocketReach.
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