Matthew Koppelman

I’m Matthew Koppelman, the co-founder and Vice President of Precision Wealth Planners.

I’m passionate about creating financial planning experiences that make my clients feel understood, supported, and empowered. While I’ve had the privilege of working with people from all walks of life, the majority of my clients are executive-level women who balance demanding careers with personal and family responsibilities. When we work together, my goal is to help you feel confident and in control of your financial future. I know that managing finances can sometimes feel overwhelming or impersonal, so I make it a priority to create an approachable and collaborative process. I believe financial planning should simplify your life, not complicate It.