Personal CFO
Ask our Experts
How it works
Our Products & Services
Sign Up
Sign up for question and answers service via unlimited questions for $49.99 monthly, or $499 yearly subscriptions. Or $9.99 per question.
Start Communication
Connect with the Expert via email, text, or phone. Ask relevant, personalized questions, Include photos, documents, etc., and get the answer you want in minutes.
Add-on-Services
Portfolio review: $ 199 Insurance portfolio review: $ 99 Phone consultation 30 min: $99 Investment Management: 1% of AUM.
Meet the Experts
Our team of investment experts brings a combined experience of over 75 years in investment management, insurance, and finance. With their vast industry knowledge and expertise, they are equipped to guide you towards achieving your long-term financial goals. Click to learn more about our team and how they can help you.
Expert Q&A Unlimited Monthly
Unlimited questions for $49.99 monthly.
Expert Q&A Unlimited Annually
Unlimited questions for $499.99 monthly.
Expert Q&A Single Question
Ask a single Question for $9.99
ADD-ON
Portfolio Review
$199
ADD-ON
Insurance Portfolio Review
$99
ADD-ON
Phone Consultation 30min
$99
Investment Management
1% of AUM
Meet the Experts
Meet Our Professional Alliances
John J Coppola
Chief Executive Officer
Client First Advisors
Sanctuary Investment Group
Sanctuary Opportunity Funds
A 25 year veteran in the investment management arena, John’s mission has been safeguarding investors precious assets while working with them to ensure that the firm’s investments align with their long term financial goals. He is also CEO of Sanctuary Opportunity Funds, a new tax strategy fund enabling investors to defer, reduce and eliminate capital gains. Before founding Sanctuary Investment Group LLC, he has managed investors assets while being a registered investment advisor, a senior portfolio manager for a privately held Investment company, as Vice President at Merrill Lynch and Co-founder of Garrett Easton Associates Insurance Brokerage.
Andrew Costine, CPA, CGMA
Chief Financial Officer
Andrew is currently CFO of All Trades Distribution, Board of Directors of Sanctuary Opportunity Funds and oversees our clients tax preparedness by working hand in hand with your personal accountant. Andrew plays an integral part in our clients tax matters from start to finish to ensure all financial tax strategies are implemented and successfully met. Andrew is a Member of New Jersey Society of Certified Public Accountants and Member of American Institute of Certified Public Accountants.
Robert Coppola
CEO Sanctuary Insurance Group
Rob is President and founder of Coppola Insurance Associates and Garrett Easton Associates for the past 27 years. His vast industry knowledge and experience provide his clients with expertise to help manage his clients risk in the most comprehensive and cost effective manor possible. This is a full service insurance agency that specializes in property & casualty, life and group health insurance.
