Steven Copeland (CFP®)

Steven Copeland focuses in the
following client markets or areas of practice:

College/Education Planning

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Planning Specialties

Safe Harbor Financial Planning provides fee-only comprehensive planning and investment management services to individuals, families, and small businesses.

Additional Information

Steve Copeland has over 25 years of experience in the financial services industry including 4 years as a Vice President at Merrill Lynch and 8 years as a Vice President at Chemical Bank. His business career spans over 30 years. He received his Bachelors Degree in Business Administration from Syracuse University in 1978. Mr. Copeland is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Registered Investment Advisor in the state of New York, a NAPFA-Registered Financial Advisor and a member of the Financial Planning Association (FPA). He lives and works in Bronxville NY.