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Conveniently located in San Diego, we educate and empower our clients to make strategic financial decisions that create wealth from lost opportunity costs and expenses. We do this by “finding the money” and showing you where to put it to create your desired present life and future chapter in life “retirement”.
Shift liability and risk from the client onto the financial institutions.
Gain new insight into how to help preserve assets from volatility.
Discover how to tap into assets without triggering taxes or penalties.
Balance tax deferred investments in concert with tax-free investments for greater tax savings and retirement income.
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At Copia Wealth Management & Insurance Services operating under the fiduciary standard is part of our history, and has always been embedded in our investment approach. Our priority is to meet the needs of our clients and offer the best investment guidance to help them reach their financial goals.
Under the fiduciary standard, financial advisors have a legal obligation to put the best interests of the client ahead of their own when making investment recommendations. That means choosing the investments that best align with the client's objectives, and sharing all critical information with the client.
Work With a Fiduciary to Ensure You're Getting the Best Advice