What if your financial advisor cared about the next three generations of your family?

In this episode, Copper Beech’s newest advisor, Chris Ruffino, sits down with hosts John and Michael Parise to answer this pivotal question. Together, they illuminate the multidimensional, generational approach that Copper Beech takes towards financial planning.

John, Michael, and Chris discuss:

• The Copper Beech Approach: A holistic focus on all aspects of financial planning
  
• What you should know about Copper Beech Next Gen and the company’s approach to extending its services to a broader demographic
  
• How Copper Beech aims for long-term relationships to adjust and optimize their client’s financial strategies as their life evolves
  
• How thoroughness and attention to detail sets the firm apart from other financial advisors
  
• Ways the company plans to expand its holistic planning approach to families of all shapes and sizes, recognizing the universal need for such services
  
• And more!
  

Connect with Chris Ruffino:

• LinkedIn: Chris Ruffino
  
• Copper Beech Financial Group
  

Connect with John and Michael Parise:

• 856-988-8300
  
• Copper Beech Financial Group
  
• LinkedIn: John Parise 
  
• LinkedIn: Michael Parise 
  
• LinkedIn: Copper Beech Financial Group, LLC
  
• Facebook: Copper Beech Financial Group, LLC
  

About Our Guest: 

Chris Ruffino brings over two decades of financial expertise and a personalized, holistic approach to financial planning. Chris values family, long-term client relationships, and educating clients for generational impact. Starting at Merrill Lynch in 2003, Chris honed his client-centric approach at Lockwood Advisors and Legg Mason, emphasizing aligned interests and disciplined investing. His insights promise valuable takeaways for anyone looking to improve their financial future.