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Copia Wealth Management & Insurance Services Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Copia Wealth Management & Insurance Services is a financial services firm based in San Diego, California. It emphasizes coordinating multiple financial professionals and components to avoid fragmented, siloed advice and to show how they work together.

The company aims to help clients form a cohesive financial strategy and retirement plan by aligning disparate pieces into a balanced whole. Its target market includes individuals seeking an integrated approach to financial planning rather than isolated, specialist-focused advice. As a small firm serving the San Diego area, Copia operates within the financial services industry with a focus on holistic, coordinated planning.

Find Copia Wealth Management & Insurance Services employees' phone numbers or email addresses

Copia Wealth Management & Insurance Services Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Copia Wealth Management & Insurance Services's Leadership

  • Marketing Director at Copia Wealth Management & Insurance Services
    B. D.
    Marketing Director
    Mobile Phone
  • Human Resources Director Office Manager And Executive Assistant at Copia Wealth Management & Insurance Services
    J. M.
    Human Resources Director Office Manager And Executive Assistant
    Mobile Phone

Copia Wealth Management & Insurance Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other

Contact profiles from Copia Wealth Management & Insurance Services

Name
Title
Contact
Location
Last Update
  • Marketing Director at Copia Wealth Management & Insurance Services
    B. D.
    Marketing Director
    Mobile Phone
    Oct 17, 2024
  • Human Resources Director Office Manager And Executive Assistant at Copia Wealth Management & Insurance Services
    J. M.
    Human Resources Director Office Manager And Executive Assistant
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Copia Wealth Management & Insurance Services known for?

Minus sign iconPlus sign iconCopia Wealth Management & Insurance Services operates in the Financial Services industry. You can contact Copia Wealth Management & Insurance Services's main corporate office by phone at
+1-619-640-****
. Explore Copia Wealth Management & Insurance Services's company overview page for more information.

What is Copia Wealth Management & Insurance Services's most common email format?

Minus sign iconPlus sign iconCopia Wealth Management & Insurance Services employees' email format typically follows the pattern of FLast@copiawm.com. Trying to find reliable and up-to-date employee contact data? Find more Copia Wealth Management & Insurance Services email formats with LeadIQ.

How many employees does Copia Wealth Management & Insurance Services have currently?

Minus sign iconPlus sign iconCopia Wealth Management & Insurance Services has approximately 6 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are Copia Wealth Management & Insurance Services's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2026, Copia Wealth Management & Insurance Services's key employees include:

  • Marketing Director: B. D.
  • Human Resources Director Office Manager And Executive Assistant: J. M.

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