Our Story
The story behind our firm has to do with resourcefulness, a market opportunity, and a need to provide. Provide for his growing family was what Perry Koplik - a musician by training - had to do when he stumbled upon an entry level position at an insurance firm in the 1980's.
Perry's first 'real' job was the seed for our practice. As he learned more about where businesses needed advice as it pertained to financial services, Perry focused on the comprehensive needs of his newfound niche. With businesses, of course, came the individuals that operated them - along with their families. Our practice was born!
Today, our team consists of family and non-family members (all of whom feel like family), working to help other businesses and the families of which they are comprised. We are deeply invested in our work, and intend to work with generations of business owners to come.
Meet Perry
The founder of Preferred Financial Partners, Perry Koplik has close to four decades of experience focused on developing qualified and non-qualified retirement plans for organizations of all types. Over the course of his career, Perry has become known for this expertise and is a frequent speaker to industry audiences on pension plans, health benefit plans, and standards of conduct.
Meet Tony
Among Anthony (Tony) Bruno’s professional accomplishments are founding two banks, serving as Chairman, President, and CEO of a bank, being a licensed CPA and a Managing Partner in a CPA firm, being a Partner in a real estate firm, teaching accounting at the university level, and working as a financial advisor to businesses and individuals.
Meet Cameron
Cameron Koplik grew up around his father’s financial services practice and joined Preferred Financial Partners as a financial representative in 2010. Along with other family (and non-family) members, he represents the firm’s commitment to providing continuity of service to multiple generations of clients. “We counsel our clients on succession planning, so it would only make sense that we do the same for our own business,” he says.
Meet Amy
Amy Gibriano is responsible for the entire back office function at Preferred Financial Partners. On the investment side, this involves processing new investment paperwork, responding to client service requests, and making sure that client needs are continually being addressed.