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New Advisor Announcement:  Copper Crest Capital
Linda Pix
/ Categories: Insights

New Advisor Announcement: Copper Crest Capital

Integrated Advisors Network announces Copper Crest Capital, based in San Diego, CA, as the most recent financial advisory firm to join the Platform.

Palos Verdes Estates, CA., January 2, 2020 / -- Integrated Advisors Network announces Copper Crest Capital, based in San Diego, CA, as the most recent financial advisory firm to join the Platform.

Copper Crest Capital provides aggregated wealth administration services to its clients. Led by a team of principals with a broad range of financial expertise, Copper Crest provides comprehensive services in order to eliminate multiple points of contact and unnecessary fees associated with accounting, investing, and insurance. The firm thrives on using its abilities and experience to provide a family office ("One-Stop-Shop") environment to clients.

Principals:

  • Jeff Stephenson, CPA               
  • Mason Tucker, CPA
  • Michael Stephenson, CPA

To learn more about Copper Crest Capital, visit: https://coppercrestcapital.com

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75 Malaga Cove Plaza, Suite 5
Palos Verdes Estates, CA 90274

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