Advisor at Go Fish Finance, LLC
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Firm
Go Fish Finance, LLC
Location
Louisville, CO 80027
Credentials
Series 65
Industry experience
1 year
Leah Copertino is a financial advisor at Go Fish Finance, LLC in Louisville, Colorado, holding a Series 65 designation with one year of industry experience. Prior to founding her advisory firm, she worked at Pinterest and Twitter and currently serves as an Enterprise Account Lead at Airbnb, where she spends approximately thirty hours per week. Go Fish Finance is a single-advisor independent registered investment adviser serving individual and high-net-worth clients with financial planning and investment management. The firm offers defined planning engagements, project-based sessions, estate-planning referrals, and educational seminars, using Modern Portfolio Theory to build customized investment plans focused on mutual funds and ETFs.
Based on Go Fish Finance, LLC
Based on Go Fish Finance, LLC
Explorer Program and Voyager Program fees are fixed fees; Estate Planning fees up to $5,000; Educational Seminars fees range from $0 to $15,000 per seminar.
Hourly rate is $350; fees are negotiable.
Fee-only: Explorer Program: $2,500 to $15,000 fixed fee; Voyager Program: $2,500 to $25,000 fixed fee; Investment Management: flat annual fee $2,000 to $15,000 (not asset-based). Fees are negotiable.
1493 Mckinley Pl
Louisville, CO 80027
Colorado
Go Fish Finance, LLC
2024 - Present (2 years)
Airbnb
2022 - Present (4 years)
2017 - 2022 (5 years)
Fusion Media Group
2017 - 2017 (1 year)
Unemployed
2017 - 2017 (1 year)
2014 - 2016 (2 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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