LPL FINANCIAL ADVISOR
Jeremy Coppola, CFP®, is a Financial Advisor at AQuest Wealth & Tax Strategies, where he focuses on retirement income planning, estate planning, and tax planning. He enjoys helping clients identify obstacles that may stand in the way of their financial goals and educating them on strategies tailored to their individual circumstances. Jeremy is passionate about simplifying complex financial topics so clients can make informed decisions with confidence.
Jeremy earned his bachelor’s degree from Michigan State University, majoring in Advertising Management with double minors in Entrepreneurship and Business. He holds the CERTIFIED FINANCIAL PLANNER™ certification, along with Series 7 and Series 66 registrations and Life, Health, Variable Life, and Variable Annuity insurance licenses. His interest in finance began in high school, where he developed a passion for investing and wealth management. Determined to pursue a career as a financial advisor, he completed his securities licensing while still in college and has continued building his knowledge and experience ever since.
Outside of work, Jeremy enjoys an active lifestyle centered around family, friends, and the outdoors. During the warmer months, you’ll often find him on the golf course, while fall and winter are spent hunting—a family tradition he has enjoyed for as long as he can remember. He also enjoys staying active through fitness, playing hockey, following football, and anything related to Star Wars. He looks forward to returning someday to relive that unforgettable experience.
jeremy.copolla@aquestwealth.com
