Dante Coppola is the Financial Planning & Operations Associate for the US Wealth Management Napolitano Team and is based in the firm’s home office in Braintree, MA. Dante assists with the financial planning process for clients, as well the operational implementation of financial plans. Dante is happy to help with any aspect of the financial planning process and is very excited to work with the great clients of US Wealth.
Dante most recently worked at an Insurance and Estate planning firm where he assisted financial advisors in the operation and recommendation of plans. He is a graduate of Bentley University with a Bachelor of Science in Economics-Finance and a Minor in History. Dante is enrolled and working towards the Certified Financial Planner TM designation to further service clients’ needs.
Dante currently resides in Newton Corner where he enjoys trying new restaurants and taking in all sports, especially football and basketball.