COPIA Wealth Management Employee Directory

COPIA Wealth Management corporate office is located in 790 SW Industrial Way Ste 100, Bend, Oregon, 97702, United States and has 1-10 employees.

copia wealth management

copia wealth management llc

Employees by Department

Departments

Number of employees

Finance

C-Suite

Legal

Operations

Key Employees of COPIA Wealth Management

BG
Ben Graziani
Client Relationship Specialist
PhoneEmail
LB
Louis Bennett
Fiduciary Advisor & Chief Strategist
PhoneEmail
GM
George Mendazo...
Financial Advisor
PhoneEmail
MH
Matthew Hess
Financial Advisor & Owner
PhoneEmail
PhoneEmail
PhoneEmail

COPIA Wealth Management Global Presence

Location	People at location
North America	1-10
Europe	1-10

Index of contact profiles from COPIA Wealth Management

Hundreds of professionals searching for COPIA Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

GG
Geoffrey Gruetzmacher
Email Direct
Compliance Chief & Operations Officer
United States , Oregon , Bend

MH
Matthew Hess
Email Direct
Financial Advisor & Owner
United States , Oregon , Bend

AB
Aaron Boehm
Email Direct
Fiduciary Advisor & President
United States , Oregon , Bend

BG
Ben Graziani
Email Direct
Client Relationship Specialist
United States , Oregon , Bend

LB
Louis Bennett
Email Direct
Fiduciary Advisor & Chief Strategist
United States , Oregon , Bend

GM
George Mendazona
Email Direct
Financial Advisor
United States , Oregon , Bend

KB
Katie Boehm
Email Direct
Owner
United States , Oregon , Bend

Former Employees at COPIA Wealth Management

Explore people who held key positions, contributed to COPIA Wealth Management's success, and advanced their careers.

ED
Elisabeth Dawson
Financial Advisor at Copia Wealth Managemen...
Worked as Financial Advisor
at COPIA Wealth Management
Email Direct

Explore More

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Frequently Asked Questions Regarding COPIA Wealth Management Employees

How many employees does COPIA Wealth Management have?

COPIA Wealth Management has 1-10 employees

Who are COPIA Wealth Management key employees?

Some of COPIA Wealth Management key employees are Ben Graziani, Louis Bennett, George Mendazona, Matthew Hess

Where is COPIA Wealth Management located?

COPIA Wealth Management’s headquarters are located at 790 SW Industrial Way Ste 100, Bend, Oregon, 97702, United States

How do I contact COPIA Wealth Management?

COPIA Wealth Management Contact Info: Phone number: (541) 647-2545 Website: www.copiawealthmanagement.com

What does COPIA Wealth Management do?

Copia Wealth Management is a full-service financial advisory firm based in Bend, Oregon, dedicated to building strong relationships with clients before providing tailored financial solutions. Their services include financial planning, asset management, business retirement plan services, estate and legacy planning, risk management, and tax planning.... Read More

Is COPIA Wealth Management a public company?

COPIA Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about COPIA Wealth Management Employees