Key Personnel

   
 

Richard Coppa, Managing Director
rcoppa@WealthHealthLLC.com

Mr. Coppa is Managing Director of Wealth Health, LLC. Mr. Coppa has been specializing in advising wealthy executives and business owners in financial planning, income, gift and estate tax planning, and wealth management issues for over 10 years. Since beginning his career as a tax attorney, he has serviced the needs of many high net worth individuals and families. Rich actively presents seminars on various topics of financial planning, real estate and wealth management to individuals, small groups and corporate executives throughout the country. As Managing Director of Wealth Health, LLC he is responsible for managing the firm. He also acts as a client relationship advisor to many of Wealth Health’s clients

Prior to Wealth Health LLC, Mr. Coppa was a Vice President, Wealth Strategist, for The MDE Group from 1999 – 2003 and worked for AXA Advisors in New York City advising high net worth individuals from 1998-1999. Before then, Rich practiced as a tax attorney with Cole, Schotz, Meisel, Forman & Leonard, an 80-plus law firm in New Jersey and with Ernst & Young LLP in New York City.

Mr. Coppa is a Certified Financial Planner. He holds a bachelor’s degree in Mathematics from Boston College, a Juris Doctorate from Seton Hall Law School, and his Masters in Taxation from New York University’s School of Law, Graduate Division.


Darin Gartland, Managing Director
dgartland@WealthHealthLLC.com

Mr. Gartland is Managing Director of Wealth Health, LLC. Mr. Gartland has been specializing in providing financial planning and wealth management to corporate executives for over 10 years. He has serviced the needs of many top executives and has performed seminars on various topics of financial planning and wealth management. He is responsible for the servicing the needs of Wealth Health clients in the areas of income taxes, cash flow, retirement planning, estate planning, and investment allocation.

Prior to Wealth Health LLC, Mr. Gartland was a financial advisor for The MDE Group from 1997 – 2004 and worked for Bloomberg, LP from 1995-1997.

Mr. Gartland is a Certified Financial Planner and an Enrolled Agent. He holds a bachelor’s degree in finance from The College of New Jersey and an MBA from New York University’s Stern School of Business.


James J. Di Gesu, Vice President, Senior Wealth Advisor
jdigesu@WealthHealthLLC.com

Mr. Di Gesu is a Vice President of Wealth Health LLC. Prior to joining Wealth Health LLC in 2007, Mr. Di Gesu was a member of the Bank of New York Mellon’s Wealth Advisory Group located in New York City, where he specialized in providing individual tax, personal financial planning and investment allocation services to senior executives of major corporations, owners of closely held businesses, families of intergenerational wealth and other individuals of substantial personal wealth.

Mr. Di Gesu has been practicing in the personal financial planning field since 1987 when he became a member of the Executive Financial Counseling Group of the international accounting firm of Deloitte & Touche located in New Jersey, providing personal tax and financial planning services to senior executives of multinational corporations and small businesses. In 1994, he joined the firm of Clarfeld and Company an accounting, financial planning and investment advisory firm located in New York City, where he directed and administered the development and implementation of financial plans for the senior management team of a large financial institution involved in a multi billion-dollar merger. In addition, he assisted in the management and delivery of the firms 300+ individual income tax practice each tax season.

In 1996 he joined the Personal Financial Planning group within the Tax Practice of the international firm of KPMG as a Senior Manager where he managed several corporate engagements providing tax and financial planning services to well over 100 top-level international executives of a Fortune 100 financial services company. He remained with KPMG until 1999 to join The Bank of New York.

He has presented seminars on the various topics of personal tax and financial planning to individuals, including the members of senior management and employees of major corporations and small businesses. Mr. Di Gesu has authored technical articles for professional publications in the tax and personal financial planning fields and has also appeared on network television programs as a guest consultant on personal tax and financial matters, including CNBC’s Morning Business News, CNN Headline News, CNNfn, CBS Evening News and The FOX Network.

Mr. Di Gesu is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS). He received his BS degree in Business Administration from Seton Hall University and earned an MBA in the field of Finance, from Fairleigh Dickinson University. Mr. Di Gesu is a member of the American Institute of CPA’s and an active member within both the New Jersey and New York State Societies of Certified Public Accountants. He is also a member of the Financial Planning Association.



 
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