Matthew Koppelman

I’m a CERTIFIED FINANCIAL PLANNER® professional and co-founder of Precision Wealth Planners, a financial planning firm based in the Washington DC area. I spend most of my time working with women who are navigating big financial decisions, often during moments when life feels anything but steady. My goal is simple: help people slow things down, understand their options, and feel more grounded in the process.
My connection to Wings for Widows is personal. My mother passed away in 2017, and my dad became a widower overnight. I saw up close how grief doesn’t just show up emotionally. It shows up in everyday life. Paperwork piles up. Phone calls feel harder than they should. Decisions that once felt manageable suddenly feel heavy.
That experience shapes how I show up in my work. I believe financial planning should lower the temperature, not raise it. People don’t need pressure or urgency when they’re already carrying a lot. They need patience, clear explanations, and someone willing to move at their pace.
Originally from Honolulu, Hawaii, and raised in Atlanta, I’ve lived in the Washington DC area for close to 20 years. I live with my wife Monica, our daughter Charlotte, and our two dogs, Kevin and Jerry. I’m honored to support Wings for Widows and grateful for the opportunity to give back in a way that reflects both my professional values and my personal experience.