Karen Vergara

Yolanda Copeland

Financial Advisor
copeland@allgenfinancial.com

About Yolanda

  • Financial Advisor at AllGen Financial Advisors, Inc.
  • Resident of Central Florida for over 30 years; first Kissimmee, then Orlando
  • President of the College Park Neighborhood Association
  • Has been married for 32 years, with two boys who are now young adults
  • Passionate about helping people make sound financial decisions and reach Financial Freedom
  • Has a special heart for small business owners, as she grew up in that life
  • Fluent in English and Spanish

Credentials

  • Accredited Asset Management Specialist – AAMS®
  • Holds the Series 7 License as a General Securities Representative
  • Holds the Series 66 License as a Uniform Combined State Law Licensee
  • 11 Years’ Experience in Financial Services and 10 Years’ Experience in Real Estate
  • Formerly with Raymond James, A.G. Edwards & Sons, and Money Concepts Capital Corp
  • Member of the Hispanic Chamber of Commerce of Metro Orlando

Just for Fun

  • Born in New York and has always lived a diverse life. Parents are from Puerto Rico and Dominican Republic, where she spent lots of time with family. As a curve ball, hubby is from Kentucky!
  • Enjoys biking, kayaking, and sailing with her husband, family, and friends
  • Gave up coloring her relentless graying hair four years ago. It turned silver!
  • Walks twice a day with her black & tan dachshund, Max