Wealth Health LLC

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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.

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