Dan Kopcak
Wealth Advisor
440.287.5020
DKOPCAK@REDWOODFN.COM
Dan provides financial guidance and strategies to young professionals and entrepreneurs. Dan takes a holistic approach to the consulting process, learning about his clients’ values and long-term goals and offering strategies to help them pursue them.
Prior to joining Redwood Financial Network, Dan was a registered representative at Western & Southern Life. At Western, he developed his skills in life insurance, investments, and retirement planning while working with people at various life stages, including retirees, newlyweds, new parents, and those changing jobs or buying a house.
Dan received a Bachelor of Science degree from Kent State University and was a pitcher for the baseball team. He is most proud of making the Dean’s list and playing in the Division I Men’s College World Series in Omaha, Nebraska. While playing baseball, he had numerous interviews and speaking engagements and mentored many young players. This experience has helped him develop a strong sense of discipline and enhanced his communication and leadership skills.
Dan also volunteers as a pitching coach at Streetsboro High School. He is honored to mentor the players and help them develop into young men.
Dan is a lifelong resident of northeast Ohio and currently lives in Streetsboro.
If you would like to learn more about how we approach retirement planning, we invite you to begin with our written perspective.
