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Episode 1 – Meet John and Michael Parise of Copper Beech Financial Group

In this inaugural episode of The Truth About Wealth Podcast, you’ll meet John and Michael Parise of Copper Beech Financial Group. This father-son duo works with families in the southern New Jersey-Philadelphia area, offering them supports in their generational financial planning.

In this episode you will learn:

  • How John Parise got his start in finance and how it shaped the way that he and his team developed focused strategies in generational financial planning
  • Why Copper Beech acts as a CFO for families rather than working in siloed sectors
  • How Michael Parise uses his law background to help clients prevent generation-planning problems before they occur
  • The financial philosophy of Copper Beech…or rather, philosophies
  • That you don’t know what you don’t know—and how Copper Beech can provide you with education and counsel
  • Who John and Michael are outside of the office
  • And more!

Check out this first episode and get to know John and Michael Parise, the men of Copper Beech Financial Group!

Resources:  Copper Beech Financial Group