Rocky Coppola MBA, CPA, ChFC®, CGMA, FLMI Hello - thank you for visiting me on Minnect. I am passionate about helping individuals, couples, and businesses achieve their financial goals. I have spent over 35 years in the business world with the second half of my time in senior-level roles such as Entrepreneur, CFO, Financial Officer, Senior Vice-President of Finance, Controller, and Head of Financial Planning and Analysis. I have also successfully coached individuals and couples through their personal financial journey via my personal financial coaching operation. My experience and unique blend of strategic planning and extensive operational experience have equipped me to provide top-of-class CFO/CSO/COO support to any size business to develop and execute their strategy. Hiring a financial coach is a big deal, and you want to make sure you’re choosing a coach who not only shares your values but who also has the right experience and expertise. I have over 35 years of experience and over that time, I acquired a number of certifications and education that I keep active today: - MBA - BSBA in accounting - CPA, Certified Public Accountant - ChFC®, Chartered Financial Consultant® - CGMA, Chartered Global Management Accountant - FLMI, Fellow, Life Management Institute - Financial Coach Master Training Certificate, Ramsey Solutions - Certified QuickBooks ProAdvisor, Online With these certifications, education, and experience in hand, I can take the complex and make it understandable. Then—and this is the important part—I can help you take that knowledge and make it actionable. This is true financial empowerment. My Financial Coaching Philosophy Financial coaching is a privilege and an honor, but it is also a tremendous responsibility. I believe people want: - A purposeful life rich with experiences - To learn and grow as individuals - Success in what they choose to pursue My role as your business/financial coach is to help you create an environment where this can happen. To do this, I am committed to: - Bringing out the best in my clients - Establishing and clearly communicating expectations - Holding my clients accountable for their responsibilities and duties - Praising my clients when they meet or exceed expectations My values guide every interaction I have —and my clients reciprocate these values. My Financial Coaching Values - Fiduciary Relationship - Open Communication - Teamwork - Integrity - Trust - Passion