Matthew Koppelman

Co-Founder at Precision Wealth Planners / CFP®, WMCP®

I'm a CERTIFIED FINANCIAL PLANNER® professional and co-founder of Precision Wealth Planners, with offices in Crofton and North Bethesda, Maryland. I work with clients across the DC metro area, most of them women in senior professional roles who are single or the primary earner in their household. My work covers retirement income planning, tax strategy, and investment management. Before financial planning, I spent ten years with W Hotels. I also provide pro bono financial coaching through Wings for Widows.

Niche

FINRA employees, Women in Senior professional roles who are the breadwinners in the home.