Leo Coppeta - Investment Advisor LPL Financial

Services Offered

• Investment Management
• Financial Planning
• Wealth Preservation
• Customized Financial Strategies

About

Leo Coppeta is an Investment Advisor based in Mill Valley, California, providing personalized financial consulting services. He focuses on helping clients make informed financial decisions by understanding their current financial situation and developing tailored strategies to grow and preserve their wealth. Leo offers a range of services including investment management and financial planning. His approach is designed to serve individuals and families looking for objective advice and customized financial solutions.

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