My Story
I grew up in a Dominican home where family always came first—and money? It was often spoken about in hushed tones, if at all. Like many Hispanic families, we knew how to stretch a dollar, care for our elders, and work hard to build something better for the next generation. But we didn’t always have the guidance to make confident financial decisions.
That early experience shaped everything for me. I saw how money could be both an opportunity and a source of stress, and I knew I wanted to help others navigate that tension. Over the past 35 years, I’ve dedicated my career to doing just that—helping senior executives and business owners bring order and clarity to their finances so they can focus on what truly matters.
Today, I work with successful Latino professionals and business owners across the U.S. who are often juggling it all—running businesses, saving for retirement, sending kids to college, supporting aging parents, and sometimes even sending money back home. Our financial picture is rich with love and responsibility, but it can also feel overwhelming.
That’s why we use our Financial Roadmap process: a clear, no-judgment, culturally aware approach to planning that aligns your wealth with your values. No sales pressure. No confusing jargon. Just real conversations—English or Spanish—about what matters most.
As a bilingual advisor with deep cultural awareness, I design strategies that honor both your financial ambitions and your cultural roots, whether it’s supporting parents, preparing children for their future, or building multigenerational wealth.
At Copa Wealth Strategies, this isn’t just my profession—it’s my calling: to help you grow, protect, and pass on your legacy with confidence and peace of mind.
Three Ways to Work With US
At Copa Wealth Strategies, we offer a range of financial services designed to address the unique needs of senior executives and business owners. You choose what type of relationship you want to establish with us, and we will meet you where you are.
On-Demand Financial Guidance
Services as Needed
Looking for quick, limited guidance? We’re happy to work with you on an ad-hoc basis. From rolling over a retirement account to reviewing your life insurance needs, we can step in exactly when you need us—no long-term commitment required. Think of us as a trusted resource you can call on for those important, occasional financial moments.
Covering the
Essentials
Three Month Plan
For clients who want to be sure the essentials are covered, we offer a thorough review of the building blocks of your financial life. We’ll help you structure your cash flow so money moves where it should, examine your investment portfolio to ensure it’s aligned with your goals, and review your insurance and estate plan to confirm your family and business are protected. This “financial fundamentals check-up” provides confidence that nothing critical has been overlooked.
Your Comprehensive Financial Roadmap
Annual Rcurring Plan
When you’re ready for a complete strategy, we create a comprehensive financial plan designed to get—and keep—your entire financial house in order. From retirement income planning and tax strategies to estate considerations and ongoing reviews, we build a living plan that adapts as your life and goals evolve. Our goal is to give you lasting clarity and peace of mind, so your finances stay organized and on track—now and for the future.
Client Success
Working with Manny is great. He's put me on the right path towards financial freedom by showing me the impact of the decisions I make about my money. His coaching approach is empathetic and educational. I'm glad I hired him.