Cameron Koplik, CFP® AIF®
Cameron Koplik grew up around his father’s financial services practice and joined Preferred Financial Partners as a financial representative in 2010. Along with other family (and non-family) members, he represents the firm’s commitment to provide continuity of service to multiple generations of clients.
We counsel our clients on succession planning, so it would only make sense that we do the same for our own business.
Cameron, who graduated from Fairleigh Dickinson University with a degree in business management, recalls being immersed in training from the moment he came on board. “Continuing education is key, and particularly important in the field of qualified retirement plans, where the regulatory landscape is constantly changing,” he says.
While studying for numerous examinations, Cameron continued his education in the field by shadowing Perry, and learning the business from the ground up. Over time, he was assigned increasing responsibilities. Close to a decade later, he is now a seasoned financial professional, well versed in retirement planning for organizations, and financial planning for individuals and families. He conducts plan sponsor meetings, provides financial education to participants, and oversees the management of investment accounts.
Cameron is a CERTIFED FINANCIAL PLANNER™ Professional (CFP®). He is also Accredited Investment Fiduciary® (AIF®) designee, which means that he has satisfied experience and training requirements to implement a prudent process into his own investment practices, as well as being able to assist others in doing so. In collaboration with MassMutual Trust Services, Cameron helps clients who are trustees meet their fiduciary responsibilities.
Cameron is married. He and his family reside in Hillsborough, New Jersey.
Meet our team
As a team, we strive to deliver sound guidance on serious matters in a warm and family-oriented environment.
perry koplik
Anthony Bruno
Amy gibriano
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