Rich Coppa

Rich Coppa, JD, LL.M., CFP®

Managing Director

Roseland, NJ

As a managing director, Rich provides personalized advice with a goal of helping individuals, families and businesses achieve their objectives. He addresses the complex issues of compensation and benefit planning, retirement planning, tax planning and overall wealth management.

Rich has more than 20 years of experience in the financial services industry, beginning his career as a tax attorney, and has serviced the needs of many high-net-worth individuals and families. He co-founded Wealth Health in 2003, and led the firm until it was acquired by Mariner Wealth Advisors in 2020. In his role as managing partner of Wealth Health, he was responsible for managing the firm and also acted 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 two years.

Rich received a Bachelor of Arts in mathematics from Boston College and a Juris Doctorate from Seton Hall University, School of Law. He has also obtained his Master’s of Law degree in taxation from the New York University School of Law, Graduate Division and is a CERTIFIED FINANCIAL PLANNER™ professional. Rich is also a member of the National Association of Personal Financial Advisors.