Copper Financial is proud to provide investment products and services to members of the United Nations Federal Credit Union (UNFCU).
Financial Well-Being Starts With a Plan
Everyone’s financial goals are unique. Copper Financial is here to help you reach them with a comprehensive and collaborative approach.
Copper Financial is rooted in helping individuals, business owners and families with financial and investment planning to help them plan for their financial future. Whether you’re looking to build and preserve wealth, plan for college expenses, save for retirement or leave something for the people and organizations you care about, our Wealth Advisors are here to guide you through your short- and long-term plans to strengthen your financial health. Whether you’re an experienced investor or just getting started, we can guide your plans to help you on your path to financial peace of mind
Meet Your Dedicated Wealth Advisors
Jake Wu
Wealth Advisor
I am passionate about working closely with clients to uncover financial strategies that fit their unique needs. With over thirteen years of experience, I specialize in assisting high net worth individuals, family-owned businesses, and small business owners in navigating their financial journeys. My commitment is to make this journey as stress-free as possible, addressing both planned goals and unexpected challenges. I hold a Bachelor of Science degree in nutritional sciences from Cornell University. When not working, I enjoy traveling and spending quality time with family and friends.
Andre Yoskowitz, CFP®
Wealth Advisor
I am dedicated to educating clients by building financial plans with tailored solutions based on short- and long-term life goals. As a CERTIFIED FINANCIAL PLANNERTM, I am proud to hold the CFP® professional standard of excellence, fiduciary care and ethics in my work. I have over a decade of experience working with wealth management clientele in various areas of financial planning and years working with both US and foreign clients. I currently hold Series 3, 34, 7, 63, 66, and Life/Health Insurance licenses.
Ian Cole
Wealth Advisor
I provide comprehensive financial planning and wealth management guidance, working collaboratively with clients to tailor plans to their short- and long-term goals. With over 17 years of wealth management experience, I am originally from the UK and specialize in helping international clients (including US citizens living abroad) as I understand their unique needs having worked with international clients my entire career. I hold Series 7, 63, and 66 licenses, as well as Life and Health Insurance licenses. My passion lies in creating financial strategies that adapt to your evolving needs, with the goal of helping you achieve your primary financial objectives.
Seth Hofstetter
Wealth Advisor
I provide personalized financial planning and investment guidance, helping clients align their financial strategies with both short- and long-term goals. Since 2019, I have worked in the financial industry with organizations including UNFCU and Copper Financial, gaining experience across a variety of client needs and market conditions. I hold a bachelor’s degree in finance from Brooklyn College.
My approach centers on collaboration and clarity—I believe in crafting strategies that are adaptable, practical, and tailored to each client’s unique financial journey. Whether preparing for major life milestones or navigating unexpected challenges, my goal is to help individuals and families build confidence and long-term stability in their financial plans.
Outside of work, I enjoy traveling and spending time with my wife, daughter, and extended family.
Members who are US citizens and Members residing in the United States*
All U.S. citizens regardless of location, and G4 visa holders and US permanent residents living in the United States can access:
- Managed investment portfolios – portfolios are actively managed by professional money managers selected by you and your Wealth Advisor. The fee for this investment advice is typically based on a percentage of the value of the assets being managed.
- Brokerage accounts – you buy and sell individual securities such as stocks, bonds, and exchange-traded funds (ETFs). These securities are in an account held with Copper Financial. Copper Financial typically charges a brokerage commission or other transaction fee for each transaction executed.
*Proof of US residency, visa or permanent resident status, and/or employment required. If your U.S. residency or status changes you may be required to close your account.
Members residing outside the United States
If you live outside the U.S. and are not a U.S. citizen, you can access:
- Brokerage accounts* – you buy and sell individual securities such as stocks, bonds, and exchange-traded funds (ETFs). These securities are in an account held with Copper Financial. Copper Financial typically charges a brokerage commission or other transaction fee for each transaction executed.
*Brokerage accounts are not available to residents of all countries. Please consult a Copper Financial Wealth Advisor to determine if you reside in an eligible country.
Our Investing Philosophy
Tailored to your unique story, plans are built for your financial goals.
Your financial needs today might differ from your financial needs a year from now. Or ten years from now. Our Wealth Advisors develop comprehensive strategies to suit both your short- and long-term goals and are here to guide you every step of the way.
Personalized Approach
We’ll speak with you about your goals, diversification of assets, tolerance for risk and more to build a portfolio based on your personal financial objectives.
Asset Allocation
How your assets are allocated can have an impact on your returns. We’ll work with you to determine what level of risk tolerance is appropriate to align with your financial goals.
Measuring Progress
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Disclosures
Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. United Nations Federal Credit Union (“UNFCU”) has contracted with Copper Financial to make non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. UNFCU is not a broker-dealer or investment adviser and is not affiliated with Copper Financial. UNFCU Advisors, LLC (“UNFCUA”) is also not affiliated with Copper Financial. All Copper Financial written communications, forms, and literature are required to be in English.
For important disclosures from Copper Financial, including our Customer Relationship Summary, please visit here.
Copper Financial accounts are subject to the fees outlined in the applicable Advisory Brochure, Regulation Best Interest Disclosure and/or Brokerage Fee Schedule available on our website.
*Not all Copper Financial products and services are available in all locations. You may be referred by UNFCU to an unaffiliated independent financial advisor outside of the United States based on your location and the type of account you are interested in.
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Are Not Deposits
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Are Not NCUA or otherwise
Federally Insured |
Are Not Credit
Union Guaranteed |
May Lose Value
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Copper Financial Network, LLC (“Copper Financial”) has an agreement with United Nations Federal Credit Union (“UNFCU”) whereby Copper Financial offers investment products and services to members of UNFCU that are referred to Copper Financial by UNFCU or its affiliates. UNFCU and its affiliates are not clients of Copper Financial. In exchange for the referrals from UNFCU and its affiliates, Copper Financial pays UNFCU a referral fee, which represents a portion of the commissions and fees generated from investment advisory accounts, brokerage accounts, and insurance contracts opened and maintained by members of UNFCU. The referral fee is paid to UNFCU as long as your accounts are open with Copper Financial and UNFCU and Copper Financial maintain their agreement. Contact compliance@cu.financial to obtain the specific range of the referral fee paid by Copper Financial to UNFCU. The financial professional who recommends investment products and services to you is an employee of Copper Financial and the amount of compensation the financial professional receives is determined by Copper Financial.
The payment of referral fees by Copper Financial to UNFCU creates a conflict of interest by incentivizing UNFCU and its affiliates to make referrals to Copper Financial. UNFCU receives the same referral fee from Copper Financial regardless of the type of account or investment you hold with Copper Financial.
UNFCU does not provide investment services. Please note that representatives are employees of Copper Financial and not affiliated with or employed by UNFCU or UNFCUA. Copper Financial pays a fee to UNFCU for referring UNFCU members to Copper Financial for investment products and services.
