About Copa Wealth Strategies
Copa Wealth Strategies grew from my belief—shaped in a Dominican household—that financial planning is about more than numbers. It’s about protecting family, creating opportunity, and leaving a legacy.
With over 35 years of experience, I help senior executives and business owners bring clarity and confidence to their wealth, from retirement and exit planning to estate and insurance strategies.
As a bilingual advisor, I understand the cultural values and unique dynamics of the Hispanic community, and I design plans that honor both your financial ambitions and the traditions you hold dear.
My Story
For more than 35 years, I’ve helped high-net-worth families, executives, and business owners bring clarity and structure to their financial lives. My approach blends deep planning expertise with a values-based philosophy — so every decision supports the life you want, not the other way around.
Growing up in a Dominican family shaped my belief that money should serve a purpose: stability, opportunity, and a life aligned with what matters most. Today, through Copa Wealth Strategies, I bring that perspective to a modern, high-touch planning experience built for people who want clarity, confidence, and a trusted partner for the long term.
No sales pressure. No jargon. Just thoughtful conversations and a process designed to help you make confident decisions for decades.