VIP Personal Introduction  The greatest compliment you can give us is an introduction to a loved one or friend. 2333 CAMIN...
Dear Introduction, You have probably never heard of Copia Wealth Management and Insurance Services and Copia Wealth Manage...
Our Vision is to do great things for great people, to create an amazing life by design and not life by casualties. Our Mis...
Empowering You to Achieve Financial Independence Through Financial Coaching Just imagine a complete plan, where all your i...
What Keeps You Up at Night                                                        Will I outlive my money  Can I afford to...
The Copia Wealth Acceleration Pathway COPIA Vision  Invent your ideal future During this meeting, we   ll explore your dre...
Meet Our Team  Hello  It is our pleasure to welcome you to Copia Wealth Management   Insurance Services and Copia Wealth M...
KATIE STECK Case Manager at Copia Wealth Management   Insurance Services Katie, our Case Manager keeps herself very busy p...
STEVEN KIME Customer Service Relations Specialist and Executive Assistant to the Case Manager at Copia Wealth Management  ...
Author   Entrepreneur  As seen and heard on     Every Saturday morning at 7 00 a.m.  Pg. 10  2333 CAMINO DEL RIO SOUTH, SU...
Culture August 7, 2018   By Nina Bahadur  What Financial Planners Want You to Know Before You Donate to Charity Give smart...
While donating money may be a simple as clicking your mouse or texting the Red Cross, there   s actually a lot to consider...
budget in order to find out how much you can afford to give. Knowing exactly what your own financial situation is will hel...
them a charitable    allowance    and ask them to get into the habit of researching organizations.     Research organizati...
a large national or international charity.    The best organization to give to depends on the kind of change you want to s...
complicated if you want to deduct the donation from your taxes   that means subtracting the value of the donation from you...
your taxes, but you should request them for anything, since it all adds up. That being said, you have to have a lot of ded...
James Nevers, a financial planner at Soundmark Wealth Management, suggests getting around this with a donor-advised fund. ...
SELF Culture August 22, 2018  By Nina Bahadur  How to Make Sure Your Charitable Giving Is Going to the Right Place So, you...
Pick a charity that feels right.    You  want to  know your donation is going in the right direction, aligned with your be...
Do some research to make sure a charity is reputable and uses its donations responsibly.    Donors have an obligation to a...
Evaluating the financial health and business practices of a charity you   re considering is 100 percent necessary, accordi...
How Much Money Will You Need In Retirement  What is enough  If you   re considering retiring in the near future, you   ve ...
Could Insurance Rescue You in Retirement  Certain kinds of coverage may help to sustain you financially in an emergency. Y...
The Risk of Being a Suddenly Single Woman Contending with the possibility of widowhood. On average, women outlive their hu...
Sufficient insurance and a thoughtful estate plan need to be in place. If a spouse dies, the death benefit from a permanen...
Insurance   Investments A good financial strategy is not just about    making money     it is also about protection.  Some...
Most people want a say in what happens to their wealth after they die. Again, insurance can play a role. At a basic level,...
2333 CAMINO DEL RIO SOUTH, SUITE 240, SAN DIEGO, CA 92108 PHONE   619  640-2622   FAX   619  640-2600   CA LIC  0C72164, 0...
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