What departments does Copper Leaf Financial have?

Copper Leaf Financial has employees across 2 departments including Operations, Consultant.

What is the largest department at Copper Leaf Financial?

The largest department at Copper Leaf Financial is Operations with 1 employees.

Where are Copper Leaf Financial employees located globally?

Copper Leaf Financial has employees across 1 continents and 1 countries including United States Of America.

How has Copper Leaf Financial's team size changed over time?

Copper Leaf Financial's team has decreased from approximately 8 to 6 employees based on available data.

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Copper Leaf Financial Employee Directory

Financial ServicesVermont, United States2-10 Employees

Copper Leaf Financial is a small financial services practice based in Williston, Vermont, serving clients across the United States. Its team includes CERTIFIED FINANCIAL PLANNER™ professionals and operates on a fee-only, independent model with fiduciaries guiding client interests. The firm positions its work as true wealth management, aiming to address major financial concerns and long-term planning beyond investment selection, such as tax optimization, asset transfers, risk management, and coordinating charitable giving.

It focuses on sustainable investing, strategic philanthropic giving, and comprehensive retirement plan solutions for business owners. In July 2024, Copper Leaf Financial announced the promotion of Maia Furnari to Firm Administrator.

Copper Leaf Financial Global Highlights

North America
11

United States Of America
11

Copper Leaf Financial's Leadership

K. D.
Chief Operating Officer
Mobile Phone
Email
A. S.
Senior Wealth Advisor
Mobile Phone
Email
M. T.
Firm Administrator
Mobile Phone
Email
J. W.
Associate Wealth Advisor
Mobile Phone
Email

Copper Leaf Financial Employee Metrics

100%

50%

2026

2025

Banking
Business
Other

Contact profiles from Copper Leaf Financial

Name

Title

Contact

Location

Last Update

K. D.
Chief Operating Officer
Mobile Phone
Email
Oct 21, 2024
A. S.
Senior Wealth Advisor
Mobile Phone
Email
Jun 08, 2026
M. T.
Firm Administrator
Mobile Phone
Email
Jun 25, 2026
J. W.
Associate Wealth Advisor
Mobile Phone
Email
Jun 25, 2026

Frequently Asked Questions

What is Copper Leaf Financial known for?

Copper Leaf Financial was founded in 1990 and operates in the Financial Services industry. You can contact Copper Leaf Financial's 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 First@copperleaffinancial.com. 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 August 2026. These team members are located across 1 continents, including North America.

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

As of August 2026, Copper Leaf Financial's key employees include:

Chief Operating Officer: K. D.
Senior Wealth Advisor: A. S.
Firm Administrator: M. T.
Associate Wealth Advisor: J. W.

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Copper Leaf Financial Employee Directory

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