Gregory C. Kopan, AIF
CEO/ LPL Registered Principal
Greg Kopan is the CEO and LPL Registered Principal of Beacon Financial, LLC, managing independent advisors in offices in Ohio, Michigan, and Wisconsin. Greg has been an advisor since 1985. He holds securities registrations Series 24, Series 7, Series 51, Series 63 through LPL Financial and is insurance licensed for life, health and variable products. Greg is an experienced investment advisor and Accredited Investment Fiduciary working with business owners and professionals.
In addition to his responsibilities at Beacon Financial, Greg has held leadership roles on a number of outside boards including mutual fund companies and is past chairman of the Cetera Advisors Advisory Council. Locally, he is also a past chairman of the University of Toledo's Foundation Board, and served as the President of the Inverness Club and Sylvania Country Club.
Greg is a graduate of Wittenberg University with a BA degree in Business.