Broker Check
David M. Kopyc, CRPC®

David M. Kopyc, CRPC®

President

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 is the host of The Retirement Planning Show, heard every Saturday morning from 9:00 – 10:00 a.m. on Magic 590 AM and 100.5 FM, as well as on B95.5 FM every Sunday morning from 7:00-8:00 a.m.

Active in the community, David and his wife, Julie, have two sons and two daughters, David II, Kristopher, Kaitlyn, and Makayla.