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With three decades of experience in financial services, I’ve dedicated my career to helping individuals, families, and businesses build secure financial futures. As a well-known New York financial educator and the President and CEO of Advancedfolio Capital Management, I combine institutional investment theory with personalized planning to create comprehensive financial solutions for my clients.
I specialize in:
My dedication to financial education extends beyond traditional advising. Through my former radio show “Smart Planning Radio,” educational seminars, and workshops, I’ve helped countless individuals gain confidence in their financial decisions. I believe in building strong, lasting relationships with my clients through consistent communication and a deep understanding of their unique needs.
Coppell Advisory Solutions, LLC, Investment Advisor Representative Website Disclosures
• Advisory services are offered through Coppell Advisory Solutions, LLC, doing business as Fusion
Investment Advisors. The firm is registered as an investment advisor with the SEC and only
conducts business in states where it is properly registered or is excluded from registration
requirements. Registration is not an endorsement of the firm by securities regulators and does
not mean the advisor has achieved a specific level of skill or ability.
• Information presented is believed to be current. It should not be viewed as personalized
investment advice. All expressions of opinion reflect the judgment of the authors on the date of
publication and may change in response to market conditions. You should consult with a
professional advisor before implementing any strategies discussed. Different types of investments
involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy
will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio
will match or exceed any particular benchmark.
• Hyperlinks on this website are provided as a convenience. We cannot be held responsible for
information, services or products found on websites linked to ours.
• Social Security rules and regulations are subject to change at any time. Always consult with your
local Social Security office before acting upon any information provided herein.
• Content should not be viewed as legal or tax advice. You should always consult an attorney or tax
professional regarding your specific legal or tax situation. Estate planning is done in conjunction
with your estate planning attorney, tax attorney, and/or CPA. Fusion Investment Advisors is not
engaged in the practice of law or accounting.
• Compensation received by licensed insurance agents for the sale of fixed annuities and other
insurance products are separate and distinct from fees charged for advisory services. Insurance
products also contain additional fees and expenses.
• All insurance and investment strategies have the potential for profit or loss. Always consult with
a licensed insurance professional who is qualified to evaluate your specific circumstances and to
offer a professional opinion with respect thereto.
• Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. If
you withdraw money from or surrender your contract within a certain period of time after
investing, the insurance company may assess a surrender charge. Withdrawals may be subject to
tax penalties and income taxes.
• Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. Access Fusion's Form CRS - Click Here
