David Kopitz, Senior Financial Advisor, CERTIFIED FINANCIAL PLANNER™ and Vicki Unger, Financial Consultant, have over 50 years of combined experience working with individuals, families and business owners. Learn more about their investment planning capabilities and retirement planning services. By establishing a relationship with The Kopitz Unger Wealth Management Group of Wells Fargo Advisors, we can provide access to Wells Fargo affiliate services.  We are happy to work with your outside advisors as needed. As a client, you’ll get a personal investment plan designed to be tailored to your unique goals and needs.

David has been awarded to Wells Fargo Advisors Platinum Council in 2021.  The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism.  Additional criteria, best practices and team structure, may also be used to determine recipients.  Vicki has decades of experience working with women entrepreneurs. By combining their skills and extensive knowledge, they support all facets of their clients’ financial goals, above and beyond merely buying stocks and bonds.