Copperwood Financial

John Crawford is a financial advisor at Copperwood Financial with 15 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and Horizon Wealth Management. Copperwood Financial provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and small businesses, with a specialty practice for athletes under the Pro Athlete Wealth brand. The firm manages client portfolios on a discretionary, tactical allocation basis and offers qualified retirement plan consulting, including ERISA Section 3(38) fiduciary services.

Paidemoyo Charasika is a financial advisor at Copperwood Financial with 22 years of industry experience and holds a Series 66 designation. Prior to joining Copperwood Financial, Charasika worked at firms including Kidvestors, Greyhawk Capital Management, and American Capital Management Inc. Outside of advisory work, Charasika is involved with several ventures including serving as head of sales for Fish Agency and acting as a non-compensated advisor for Popstar Ventures and Shark Jockey Pro, a branding and marketing platform for sports and entertainment. Copperwood Financial provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and small businesses, with a specialty practice serving professional athletes under the Pro Athlete Wealth brand. The firm employs a tactical allocation approach to discretionary portfolio management and offers retirement plan consulting and fiduciary services for employer-sponsored plans.

Lawrence Gatz is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Copperwood Financial since 2020 and previously held roles at Significant Wealth Partners Inc., Capital Management Consultants, Kingsview Asset Management, Atkins and Associates, and Wealth Planning Network. Outside of his advisory work, he co-owns KLG Management Inc., which provides personal insurance and general business management consulting. Copperwood Financial offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and small businesses, including a specialty practice for professional athletes. The firm manages portfolios using a tactical allocation approach and provides retirement plan consulting, serving as an ERISA Section 3(38) fiduciary for employer-sponsored plans.