Copper Leaf Financial Employee Directory

Q: What is Copper Leaf Financial known for?

Copper Leaf Financial was founded in 1990. Copper Leaf Financial operates in the Financial Services industry.

Q: How many employees does Copper Leaf Financial have currently?

Copper Leaf Financial has approximately 7 employees.

Financial ServicesVermont, United States2-10 Employees

Financial Advisors in Vermont proudly serving clients throughout the country. 
Our team includes CERTIFIED FINANCIAL PLANNER™️ professionals, fee-only, independent, objective, and act as fiduciaries. 
True Wealth Management - We take the time to deliver true wealth management, not just investment advice. We spend our days addressing your most significant financial concerns and planning for the future, helping you make smart decisions with your money, minimize the impact of income and estate tax, plan for transferring assets to the next generation, manage risks from third parties, and coordinate plans to make significant charitable gifts. 
We specialize in sustainable investing, strategic philanthropic giving, and we provide holistic retirement plan solutions to business owners.

Find Copper Leaf Financial employees' phone numbers or email addresses

Copper Leaf Financial Global Highlights

North America
10

United States Of America
10

Copper Leaf Financial's Leadership

K. D.
Chief Operating Officer
Mobile Phone
Email
J. D.
President
Mobile Phone
Email
A. S.
Senior Wealth Advisor
Mobile Phone
Email
B. S.
Senior Wealth Advisor
Mobile Phone
Email
A. S.
Senior Wealth Advisor
Mobile Phone
Email
M. F.
Firm Administrator
Mobile Phone
Email
J. K.
Marketing Coordinator
Mobile Phone
Email
J. T.
Associate Wealth Advisor
Mobile Phone
Email

Contact profiles from Copper Leaf Financial

Name

Title

Contact Info

Location

Last Update

J. D.
President
Mobile Phone
Email
United StatesVermont
Sep 12, 2025
K. D.
Chief Operating Officer
Mobile Phone
Email
Oct 21, 2024
A. S.
Senior Wealth Advisor
Mobile Phone
Email
United StatesVermont
Sep 11, 2025
B. S.
Senior Wealth Advisor
Mobile Phone
Email
United StatesVermont
Nov 11, 2025
A. S.
Senior Wealth Advisor
Mobile Phone
Email
Oct 16, 2024
M. F.
Firm Administrator
Mobile Phone
Email
Jun 07, 2025
J. K.
Marketing Coordinator
Mobile Phone
Email
United StatesVermont
Nov 17, 2025
J. T.
Associate Wealth Advisor
Mobile Phone
Email
United StatesVermont
Oct 18, 2025
E. D.
Client Services Associate
Mobile Phone
Email
United States
Nov 03, 2025
J. W.
Associate Wealth Advisor
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Copper Leaf Financial known for?

Copper Leaf Financial was founded in 1990 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-802-878-****

. Explore Copper Leaf Financial's company overview page for more information.

What is Copper Leaf Financial's most common email format?

Copper Leaf Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Copper Leaf Financial email formats with LeadIQ.

How many employees does Copper Leaf Financial have currently?

Copper Leaf Financial has approximately 7 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Copper Leaf Financial's key employees and leadership?

As of December 2025, Copper Leaf Financial's key employees include:

Chief Operating Officer: K. D.
President: J. D.
Senior Wealth Advisor: A. S.
Senior Wealth Advisor: B. S.
Senior Wealth Advisor: A. S.

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