Sheila Copenhaver

Executive Administrative Assistant at Platinum Wealth Advisors - Beverly Hills, CA, US

Sheila Copenhaver's Colleagues at Platinum Wealth Advisors

Scott Sandefur

Retirement Planning and Education

Contact Scott Sandefur

Gregg Stein

Financial Planner & Wealth Advisor

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Matthew Dewitt

Associate Financial Planner & Wealth Manager

Contact Matthew Dewitt

Donald Murphy

Chief Executive Officer

Contact Donald Murphy

Sheila Copenhaver's Contact Details

Email (Verified)
***@platinumwealthadvisors.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
310-285-5320

Location

Company
Platinum Wealth Advisors

Sheila Copenhaver's Company Details

Platinum Wealth Advisors

Beverly Hills, CA, US • 5 - 9 Employees
Financial Services

Platinum Wealth Advisors offers Financial Advisory services through Retirement Wealth Advisors, Inc. a SEC Registered Investment Advisor providing Advanced Financial Consulting for Corporations, Executives and Individuals (pre/post retirement). Specializing in Retirement Planning and implementation of advanced wealth building and wealth management strategies that reduce and/or eliminate market risk. Strategies include Wealth Management, Retirement Planning, Tax Strategies, Tax-Free Retirement Income, Legacy Planning, Estate Planning, College Planning/Funding and Captives.Over 30 years of Financial Services experience with Banks, Brokerage Firms, Real Estate, Mortgage & Insurance Companies. - Platinum Wealth Advisors - Investment Advisor Representative CRD #6716061, CA Real Estate Brokers License #00980089, NMLS #1122885.

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Frequently Asked Questions about Sheila Copenhaver

Sheila Copenhaver currently works for Platinum Wealth Advisors.

Sheila Copenhaver's role at Platinum Wealth Advisors is Executive Administrative Assistant.

Sheila Copenhaver's email address is ***@platinumwealthadvisors.com. To view Sheila Copenhaver's full email address, please signup to ConnectPlex.

Sheila Copenhaver works in the Financial Services industry.

Sheila Copenhaver's colleagues at Platinum Wealth Advisors are Scott Sandefur, Kara McPhail, Gregg Stein, Matthew Dewitt, Donald Murphy and others.

Sheila Copenhaver's phone number is 310-285-5320