Karina Kopaniecka

Karina Kopaniecka

Investment Coordinator
CUSO Financial Services, L.P. at UFCU

—Karina is on a mission to go above and beyond for our Members.

BrokerCheck

Check the background of this investment professional on FINRA’s BrokerCheck.

Profile

Karina’s passion could be summed up in two words: helping others. Nothing brings her more pleasure than helping others gain clarity on their financial goals and business aspirations. It’s one of the things that makes her so good at her job as a CFS* Licensed Investment Coordinator for Jonathan Sheets. For Karina, making a positive impact on Members’ lives truly makes her day.

Whether she is working with clients, business partners, or senior management, Karina is a great communicator. Her thorough communication skills have helped her identify her clients’ goals and maintain many successful relationships at Morgan Stanley, Moody’s, and more. Determined and focused, Karina is a three-time competitor in the New York City Marathon. In her free time, she enjoys hiking with her two-year-old rescue puppy from New Mexico and cuddling with her 14-year-old kitty from New York.

Get to Know Karina

What is your favorite movie? 
“The Matrix”

What is the number one item on your bucket list? 
“Climb Kilimanjaro”

What is your favorite quote or saying?
“Someone’s sitting in the shade today because someone planted a tree a long time ago.” — Warren Buffett

 


* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.

Phone (512) 421-8139