Steven L. Coppola
Board Member
Steven L. Coppola is 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, he has earned a reputation for delivering excellence as a financial services professional and as a leader within the community. He largely works with affluent individuals, families, and business owners, assisting with wealth management, retirement planning, charitable giving strategies, and more.
Prior to founding his firm in 2012, Steven worked with Fidelity Investments for more than 14 years. As the Vice President and Senior Account Executive, he worked exclusively with high net worth individuals regarding investments, estate planning, tax planning, college planning, and retirement income planning.
Steven is a CERTIFIED FINANCIAL PLANNER™ professional and holds securities registrations 7, 9, 10, and 63 with LPL Financial. He received his Bachelor of Science in Finance from Northern Kentucky University.
Steven is actively involved in the community. He previously served on the Board of Governors for the Philadelphia Securities Association and on the Board of Governors for the Edna G. Kynett Memorial Foundation. Currently, he is a board member of Say It With Clay, a non-profit organization dedicated to helping people with diverse special needs benefit from the therapeutic power of clay. He also frequently participates in mud runs and 5Ks for various charitable organizations.