Vision Statement
To empower successful professionals and business owners—especially within the Hispanic community—to live with confidence, clarity, and purpose by transforming the way they think and feel about money. At Copa Wealth Strategies, our vision is a world where financial freedom fuels meaningful lives, strong families, and lasting legacies.
Mission Statement
Our mission is to guide clients through a values-based process that aligns their financial decisions with what matters most. Through our Financial Road Map® process, we help organize, simplify, and structure every area of their financial lives—from cash flow and investments to insurance, tax, and estate planning—so they can keep their financial house in order, forever. We do this with honesty, empathy, and a deep commitment to serving as their lifelong partner in financial confidence.
Core Values
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Integrity Above All — We tell the truth, keep our promises, and always act in our clients’ best interests.
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Family & Legacy — Family is at the heart of every decision. We help clients protect and pass on what truly matters.
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Clarity & Simplicity — We make financial planning easy to understand, replacing confusion with confidence.
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Purpose-Driven Planning — Every strategy begins with “why.” Your goals, values, and vision guide the roadmap.
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Empowerment Through Education — We believe knowledge creates freedom, and we strive to educate—not sell.
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Community Impact — We’re proud to uplift and inspire others, especially within the Hispanic community, by sharing tools for generational wealth and financial literacy.
My Story
I grew up in a Dominican home where family always came first—and money often came last. Like many Hispanic families, we knew how to stretch a dollar but not always how to make confident financial decisions.
Over three decades in financial services, I’ve helped successful professionals and business owners bring clarity and control to their money—so they can focus on what truly matters: family, purpose, and peace of mind.
Today, through Copa Wealth Strategies, I combine deep cultural awareness with a values-based process that aligns your finances with your vision for life. No sales pressure, no jargon—just clarity and confidence in every decision.
Three Ways to Work With US
At Copa Wealth Strategies, we offer a range of financial services designed to address the unique needs of senior executives and business owners. You choose what type of relationship you want to establish with us, and we will meet you where you are.
On-Demand Financial Guidance
Services as Needed
Looking for quick, limited guidance? We’re happy to work with you on an ad-hoc basis. From rolling over a retirement account to reviewing your life insurance needs, we can step in exactly when you need us—no long-term commitment required. Think of us as a trusted resource you can call on for those important, occasional financial moments.
Covering the
Essentials
Three Month Plan
For clients who want to be sure the essentials are covered, we offer a thorough review of the building blocks of your financial life. We’ll help you structure your cash flow so money moves where it should, examine your investment portfolio to ensure it’s aligned with your goals, and review your insurance and estate plan to confirm your family and business are protected. This “financial fundamentals check-up” provides confidence that nothing critical has been overlooked.
Your Comprehensive Financial Roadmap
Annual Recurring Plan
When you’re ready for a complete strategy, we create a comprehensive financial plan designed to get—and keep—your entire financial house in order. From retirement income planning and tax strategies to estate considerations and ongoing reviews, we build a living plan that adapts as your life and goals evolve. Our goal is to give you lasting clarity and peace of mind, so your finances stay organized and on track—now and for the future.
The Boutique Financial CEO Experience
Where clarity replaces complexity, and leadership replaces luck.
Most financial advisors manage investments. A few deliver a plan.
But real wealth leadership means having a Financial CEO — someone who orchestrates your financial world with precision, discipline, and unwavering commitment to your family’s success.
This is more than advice. It’s complete financial stewardship — integrating your investments, cash flow, insurance, tax strategy, and estate plan into one coordinated system.
At Copa Wealth Strategies, we deliver a boutique, luxury-concierge experience for successful families and business owners who expect more: leadership, alignment, and lasting clarity.