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Jared Copinga

Here to act in your best interests

About me

As a financial planner since 2000, I help my clients make better decisions with their money so they can spend their time focusing on what’s important to them. We collaborate to create a financial vision that can help to positively impact their future. Outside of work, I have a passion for photography and love entertaining with food that I grill and smoke myself.


Chartered Retirement Planning Counselor™


Studied, University of Utah

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Salt Lake City II - Salt Lake City

2795 East Cottonwood Parkway
Suite 670
Salt Lake City, UT 84121

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Seattle II - Federal Way

2505 S. 320th Street
Suite 220
Federal Way, WA 98003

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning