Michael Coppola

Financial Consultant

CA Insurance License Number: 0N05542

Michael graduated from the University of Rhode Island (URI) with a Bachelor’s degree in Broadcast Journalism along with a minor in Business and Finance.

Michael is excited to join R.I.C.H. Planning Group, LLC, to expand his financial planning knowledge and to partner with other associates within the firm. As a member of RPG, Michael looks forward to providing his clients with the highest level of product knowledge and service.

At URI, Michael was a member of both the Cross Country/ Track and Field teams. He worked as an Assistant Manager for the school’s radio station as well.

Michael currently holds FINRA Registrations: Series 7 and 66, along with Life and Health Insurance Licenses.

R.I.C.H. Planning Group, LLC is not owned or operated by Equitable Network or its affiliates.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com. Equitable Advisors is the brand name of AXA Advisors, LLC.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

R.I.C.H. Planning Group, LLC is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for AXA Advisors, LLC and AXA Network, LLC, respectively.

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

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"Your Dreams. Our Commitment."

Whether you want your money to provide you security, independence, peace of mind or happiness, we at R.I.C.H. Planning Group, LLC. have the tools, experience and passion to create a financial plan, unique to you, that will accurately reflect your core values and what you want from your investments.

You define your success; we’ll guide you there.

Michael Coppola

Contact Info

"Your Dreams. Our Commitment."