Gina Koprowski, CFP®

Gina joined Aureus in 2010 and is an ongoing advisor to client service, relationship management, and compliance. Prior to Aureus, she was a Vice President/Senior Account Executive with the Fidelity Investments Private Client Group, where she worked with clients to customize investment and financial planning solutions. Earlier, she held roles in operations, systems, and marketing with Fidelity, Chase Manhattan Bank’s Global Private Bank, and Rockefeller Financial Services.

Gina earned her BA from McGill University and MBA in logistics and finance from the University of Maryland, College Park. She holds the Certified Financial Planner (CFP^®) designation and is a member of the Financial Planning Association and the Boston Estate Planning Council.

Certified Financial Planners™ (CFP®) are licensed by the CFP® Board to use the CFP® mark. CFP® certification requirements include: Bachelor’s degree from an accredited college or university, completion of the financial planning education requirements set by the CFP® Board (www.cfp.net), successful completion of the CFP® Certification Exam, comprised of two three-hour sessions, experience requirement: 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of Apprenticeship experience that meets additional requirements, successfully pass the Candidate Fitness Standards and background check, agree annually to be bound by CFP® Board’s Standards of Professional Conduct, and complete 30 hours of continuing education every two years, including two hours on the Code of Ethics and Standards of Professional Conduct.