Orlando Copeland
Wealth Manager
Orlando serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 15 years of experience in the financial services industry, Orlando has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he worked for multiple investment advisory firms as a senior wealth planner. As a Marine veteran and former public school teacher, Orlando has spent his entire career serving others.
Orlando earned a Bachelor of Arts degree from Andrews University.
Orlando lives with his family in North Texas. He maintains an active lifestyle, enjoys exploring new cultures through international travel and has a deep appreciation for the arts.
Articles by Orlando Copeland
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