Retirement Planning Group, LLC

David Kopyc is an investment advisor representative with Retirement Planning Group, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked with firms including Purshe Kaplan Sterling Investments and Ameritas Investment Corp. In addition to his advisory duties, he hosts a retirement planning radio show. Retirement Planning Group provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and corporations. The five-adviser team manages approximately $375 million for over 1,000 clients, employing a primarily long-term, diversified investment approach with ongoing portfolio monitoring and rebalancing.

Nicholas Parisi is a financial advisor at Retirement Planning Group, LLC with one year of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and The Investment Center, Inc. Outside of his advisory roles, he is involved with PlayersTV, LLC. Retirement Planning Group provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a primarily long-term, diversified investment approach utilizing low-cost mutual funds and ETFs, bonds, and options, managing approximately $375 million across over 1,000 clients.

Christopher McCarthy is a financial advisor with Retirement Planning Group, LLC, holding a Series 63 designation and bringing 40 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Hazard & Siegel Advisory Services. He also owns a fixed insurance and annuity sales business that has been operating since 1985. Retirement Planning Group is a five-advisor team providing discretionary wealth management and comprehensive financial planning for individuals, high-net-worth clients, charitable organizations, and corporations. The firm emphasizes a long-term, diversified investment approach using low-cost mutual funds and ETFs alongside bonds and options, with portfolio management tailored to each client’s goals and risk tolerance.

Jeremy Price is a CFP®-certified financial advisor with four years of industry experience. He is currently with Retirement Planning Group, LLC and holds a Series 66 license. His prior experience includes roles at Goldman Sachs, Chubb Insurance, Penn Mutual, and Northwestern Mutual. Retirement Planning Group provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds and ETFs, with portfolio decisions implemented on a discretionary basis tailored to each client's goals and risk tolerance.

Kristopher Kopyc is a financial advisor at Retirement Planning Group, LLC with one year of industry experience. He holds Series 63 and Series 65 credentials. His work history includes roles at Purshe Kaplan Sterling Investments and multiple positions at Chic's Marina. Retirement Planning Group provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and corporations. The firm manages approximately $375 million across about 1,043 clients, employing a primarily long-term, diversified investment approach focused on low-cost mutual funds and ETFs, with portfolio decisions made on a discretionary basis after assessing client goals and risk tolerance.