About Andrew Kopjak
Andrew is a Senior Vice President primarily advising corporate executives and business owners. Often managing concentrated stock positions or working through the challenges of important transition events like retirement, inheritance or the sale of a business, The Kopjak Group collaborates closely with affluent individuals and families to identify and evaluate their goals and from there, creates a customized wealth management and cash flow plan. Andrew has been named to Forbes' "Top Next-Generation Wealth Advisor" lists in 2017 and 2018. Andrew also holds the Certified Private Wealth Advisor® de... Read More
Andrew is a Senior Vice President primarily advising corporate executives and business owners. Often managing concentrated stock positions or working through the challenges of important transition events like retirement, inheritance or the sale of a business, The Kopjak Group collaborates closely with affluent individuals and families to identify and evaluate their goals and from there, creates a customized wealth management and cash flow plan. Andrew has been named to Forbes' "Top Next-Generation Wealth Advisor" lists in 2017 and 2018. Andrew also holds the Certified Private Wealth Advisor® designation through the Investment and Wealth Institute and has a focus and passion for making financial planning simple and understandable. Andrew and his wife live in Southern California with their two daughters.
Investments & Wealth Institute? (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.
Source: Forbes/SHOOK "Top Next-Generation Wealth Advisors" list by SHOOK Research considers advisors born in 1980 or later with a minimum 4 years relevant experience; built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. For more information, visit https://www.forbes.com/top-next-gen-advisors. All rights reserved.
ARW7864L, 9/6/2019 Read Less