THE TEAM

JENNIFER MILLER

HR Director | Executive Assistant to CEO | General Manager

KATIE STECK

Case Manager

STEVEN KIME

Office Manager

RACHAEL SCHERBAUM

Executive Services Administrator and Assistant to the General Manager

KAELA FERRARA

Junior Executive Assistant 

BARBARA DAGOSTINO

Marketing Director

MELISSA FLORES

Event Coordinator

TARA GRIER

Consultant

life insurance policy, san diego, CA.jpg

619.640.2622

San Diego, CA

  • Facebook
  • LinkedIn
  • Instagram


CA LIC # 0C72164, Corp License # 0G81294
 

2333 Camino del Rio South, Suite 240

San Diego, California 92108
Phone: 619.640.2622 | Fax: 619.640.2600 


All written content on this site is for information purposes only. Unauthorized use of this material is prohibited. Opinions expressed herein are solely those of Copia Wealth Management & Insurance Services and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy  or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. 
Insurance products and services are offered through Copia Wealth Management & Insurance Services.

 

Investment advice offered through Copia Wealth Management Advisors, Inc.
Copia Wealth Management Advisors, Inc. is a registered investment adviser.

Copyright 2020 ©  Copia Wealth Management & Insurance Services. All Rights Reserved.