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Meet Your Team

At SDA, family extends beyond our own. Clients and colleagues often become like family, and together we guide you through life’s transitions.

 

Our clients often become lifelong relationships.

Scott Coopersmith

Scott Coopersmith CLU®, CDFA®

Founder, Wealth Manager, Financial Planner
845-414-8780
Scott@sdawealthstrategies.com
Gena Coopersmith

Gena Coopersmith

Director of Operations and Client Experience
845-414-8773
Gena@sdawealthstrategies.com

Lisa Lisser

Life Transition Coach, Certified Mediator
973-814-7687
Lisa@lzlcoaching.com

Helen Acevedo

Professional Partnerships and Insurance Specialist
helen@sdawealthstrategies.com

Extended Team

Beyond our internal team, we partner with Commonwealth’s Advanced Planning and Investment Research teams, as well as a trusted network of attorneys, CPAs, and coaches. Together, we ensure you’re never navigating life’s challenges alone.

View Advanced Planning Team View Investment Research Team

Our team is here to walk alongside you — let’s talk about your next chapter.

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Location

3 Preakness Lane
New City, NY 10956

Location

11909 Hunton Crossing Ct
Glen Allen, VA 23059

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The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check FINRA's Broker Check for a list of current registrations Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Use of Cookies: Our website uses Google Analytics to provide insight into our website and to improve the relevance of marketing. For more details about how Google uses information from sites or apps that use our services, visit: google.com/policies/privacy/partners/. If you would like to opt out of Google Analytics, please visit: tools.google.com/dlpage/gaoptout.

Form CRS: Client Relationship Summary

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