STRATEGIC WEALTH ENHANCEMENT AND PRESERVATION

Daniel D. Kopman is a Attorney and CPA with over a quarter of a century's experience assisting his clients achieve their legal and financial goals.

Mr. Kopman received his bachelors degree in Accounting and finance from the University of Southern Californa and his law degree from Loyola Law School.

Daniel Kopman is Martindale-Hubbell rated as having high to very high competency levels in his practice and the highest professional and ethical standards.

He also has a Series 65 securities license and California life insurance license.

Mr. Kopman's past practice included experience with PriceWaterhouse Coopers,  Arthur Andersen & Co., Katten Muchin Rosenman and Strook and Strook and Lavan.

Mr. Kopman is a noted speaker at seminars for lawyers and CPA's alike on topics within the firm's practice areas.

Our Business

 Our practice was conceived after observing a gap in coordination of wealth and estate planning among service profesisonals.  

Case in point. Lawyers generate trusts, business entities and other structures which are intended to acheive certain tax and inter-generational wealth transfer objectives.  Often this is done without intial or continuing coordination with financial services professionals.  The result very often is a lack of tax efficiency and failure to achieve the desired objectives.  

Our practie creates a linkage between plan and implementation because we are skilled in both legal and financial disciplines.

Whether working as attorney with our strategic financial alliance advisors or your adviser, you can be sure that collaborative best practices will be achieved.  

International Practice

From our offices in Orange County, California, we serve clients globally.