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Thomas M

ChFC®, Series 63, Series 65

La Verne, CA

Coppell Advisory Solutions LLC

Thomas Meaglia is a ChFC® credentialed financial advisor with 41 years of industry experience. He has been with Fusion Investment Advisors, operating as Coppell Advisory Solutions LLC, since 2013. Outside of advisory services, he dedicates a portion of his time to fixed insurance and annuities. Fusion Investment Advisors serves individuals, pensions, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment approach using both fundamental and technical analysis within an open-architecture platform.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner
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