Profile

Rich Coppa, JD, LLM, CFP; Wealth Health LLC

rcoppa@wealthhealthllc.com
Office: 973.535.9577 ext 2

Rich Coppa, JD, LLM, CFP®
Managing Partner

Rich is a Managing Partner and Co-Founder of Wealth Health. Mr. Coppa has been specializing in advising wealthy executives and business owners in financial planning, income, gift and estate tax planning, and wealth management issues for nearly 20 years. As a Managing Partner of Wealth Health, he is a specialist in a myriad of financial related topics including compensation & benefit planning, retirement planning, tax planning, and overall wealth management issues. Since beginning his career as a tax attorney, he has serviced the needs of many high net worth individuals and families. Rich has presented seminars on various topics of financial planning, real estate and wealth management to individuals, small groups and corporate executives throughout the country. As Managing Partner of Wealth Health he is responsible for managing the firm and also acts as a client relationship advisor to many of Wealth Health's clients.

Rich has appeared over the years on nationally televised programs, including CNBC, the Fox Business Network and the Nightly Business Report. He has been quoted in major newspapers, trade journals, and web articles. Rich was appointed to CNBC's first ever Digital Financial Advisor Council contributing guest columns and on air content for CNBC for 2 years.

He enjoys living a healthy lifestyle, traveling the world and relaxing at the beach in his spare time.

Credentials

  • CERTIFIED FINANCIAL PLANNER

Education

  • B.A. Mathematics, Boston College
  • Juris Doctor, Seton Hall University, School of Law
  • Masters of Law in Taxation, New York University School of Law, Graduate Division

Affiliations

  • The National Association of Personal Financial Advisors (NAPFA)

Work History

  • Vice President, Wealth Strategist, The MDE Group, 1999-2003
  • Tax Attorney, Cole, Schotz, Meisel, Forman and Leonard, Hackensack, NJ
  • Tax Advisor, Ernst & Young LLP, New York, New York