David M. Kopyc has helped high net worth individuals, successful professionals, business owners, and retirees meet their immediate and long-term financial goals. He focuses on tax reduction strategies, wealth accumulation and preservation, as well as pre-and post-retirement planning.
David has been a registered representative since 1983 and has completed the Chartered Retirement Planning Counselor Program (CRPC®) through the College of Financial Planning located in Denver, Colorado. David has held positions in the financial services industry with Morgan Stanley, PaineWebber & Co., and MetLife Securities prior to starting his own investment advisory firm.
David is the host of The Retirement Planning Show, heard every Saturday morning from 7:00 A.M. – 9:00 A.M. and Sunday Evenings 8:00 PM - 9:00 PM on News Talk Radio AM 810 and 103.1 FM.
Active in the community, David and his wife, Julie, have two sons and two daughters, David II, Kristopher, Kaitlyn, and Makayla.