Ted Koppy, CRPC ®, CPFA ®

Ted Koppy brings a unique blend of financial acumen and seasoned communication skills to his role as a financial advisor. With a solid foundation built during his tenure at Waddell & Reed, CRPC® and CPFA® designations, Ted has developed a deep understanding of investment strategies and client-centric service.

Prior to his career in financial advising, Ted was an award-winning news anchor and reporter. This extensive background in journalism honed his ability to analyze complex information, articulate clear and concise explanations, and truly listen to understand diverse perspectives. He’s carried these invaluable skills into his financial advisory practice, enabling him to demystify financial concepts for his clients and tailor strategies that genuinely align with their individual objectives and concerns

As a husband and father, Ted has personally experienced many of the financial challenges and goals his clients and their families face. He is committed to empowering you with the knowledge and tools you need to navigate your financial journey confidently. His approach is based on transparency, clear communication, and a dedication to helping others achieve their financial goals.

Ted is licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.