Welcome Nick and Dante

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Welcome Dante and Nick!

With a new year, we have a few new faces at US Wealth Management World Headquarters. Both Dante Coppola and Nick Berlen started in early January and by now their emails, phones, and computers are working. Just about everyone reading this article will have the pleasure of interacting with both of them at some point in the near future as they both become an important and integral part of the team.

Dante will be focusing on the analytical and operational tasks surrounding our financial planning process. He came from Bentley University with a few years’ experience in the industry before finding his way over to US Wealth Management. He is in the process of obtaining his CFP® (Certified Financial Planner) designation. Dante is happy to assist with any aspect of the financial planning process and is very excited to work with the great clients at US Wealth.

Early on, Nick will be focusing his time on day-to-day operations as we continue to help improve the lives of the clients we work with. He recently graduated from UNC Charlotte and grew up on the South Shore of Massachusetts. He will be enrolling in the CFP® program shortly.

We figured the best way to get to know each of these gentlemen better would be to learn a little more about some of the favorite things in their lives:

Dante’s Favorites

Food

Homemade Pasta

Beverage

Whiskey or Bourbon

Color

Blue

Lucky number

Seven

Favorite vacation spot

California

Sports team

Patriots

Pastimes

Sports, Football, Rugby, Cooking, Peloton,

Favorite Hobby

Trying new restaurants with my girlfriend

Charity of choice

Relay for Life

 

Nick’s Favorites

Food

Chicken parmesan

Beverage

Black Coffee

Color

Green

Lucky number

Two

Favorite vacation spot

Aruba

Sports team

Yankees

Pastimes

Going to car meets/shows, Going to the range, Bodybuilding

Favorite Hobby

Modifying cars

Charity of choice

Best Buddies

 

Over the course of the next few weeks and months you will all have the pleasure of meeting and speaking with Dante and Nick. In the meantime, if either of them happens to pick up the phone when you call our office, please pass along a friendly hello.