Retirement Planning Group, LLC

David Kopyc is an investment advisor representative with Retirement Planning Group, LLC and a registered representative with Purshe Kaplan Sterling Investments. He holds Series 63 and Series 66 licenses and has 39 years of industry experience. Kopyc has worked with several firms including Ameritas Investment Corp and Purshe Kaplan Sterling Investments. He also hosts a retirement planning radio show. Retirement Planning Group provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm’s investment approach emphasizes long-term strategies using diversified, low-cost mutual funds and ETFs, with discretionary portfolio management and retirement account advice.

Nicolas Dumas is a financial advisor with Retirement Planning Group, LLC, holding CFP® and Series 66 credentials and seven years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Arbor Point Advisors, and several other firms. In addition to his advisory role, he spends part of his time in insurance sales. Retirement Planning Group provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a primarily long-term investment approach using diversified, low-cost mutual funds and ETFs, and may incorporate bonds and options contracts for hedging or tactical purposes.

Christopher McCarthy is a financial advisor with Retirement Planning Group, LLC, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Hazard & Siegel Advisory Services. In addition to his advisory work, he owns a fixed insurance sales business focused on fixed insurance and annuity products. Retirement Planning Group provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a long-term investment approach using diversified, low-cost mutual funds and ETFs, along with bonds and options, and manages a high client load with a mix of advisory and brokerage roles.

Kristopher Kopyc is a financial advisor at Retirement Planning Group, LLC in Malta, NY. He holds a Series 65 designation and has been with the firm since 2021. Prior to his advisory role, his work experience includes positions in the hospitality industry and at Siena College. Retirement Planning Group provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm’s investment approach is long-term and combines fundamental and technical analysis, typically using diversified, low-cost mutual funds and ETFs, with strategies that may include bonds and options.