Kopelman specializes in helping high-achieving millennials begin their path to wealth-building. "My passion is helping millennial clients from the beginning establish not only a strong foundation, but also the financial behaviors that will make a lasting impact on their families," Kopelman said. "Basically, I get them as a blank canvas and help them create their financial masterpiece."

Kopelman helps even non-clients make financial decisions with a regular blog as well as a newsletter geared toward 20- and 30-somethings curated with blogs, articles, and podcasts.

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