THE TEAM

JENNIFER MILLER

 Executive Assistant to CEO 

KATIE STECK

Investment Advisor Representative

RACHAEL SCHERBAUM

Administrative Assistant

MELISSA FLORES

Administrative Assistant


License # 0C72164, Corp License # 0G81294
 

2333 Camino del Rio South, Suite 240

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

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Investment advice offered through Copia Wealth Management Advisors, Inc.

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