Chris Cooper

CFP®

Chris Cooper & Company

Financial Advisor

Chris Cooper

CFP®

Chris Cooper & Company

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Chris Cooper, CFP®

(800) 352-7674

Fee-Only Financial Planner with Offices in Toledo, OH and San Diego, CA

Chris Cooper is a Toledo, OH fee-only financial planner. Chris Cooper & Company provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Chris Cooper is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Chris Cooper is the owner and founder of Chris Cooper & Company, a financial planning firm working with people who own small businesses, with persons preparing to retire, and very elderly persons. Chris provides counseling and guidance in the areas of investments, taxation, and estate preservation. As a practitioner he invests and manages money, does personal and business tax returns and representation, and comprehensive financial planning consultations.

Chris Cooper is also the owner and founder of ElderCare Advocates, a private geriatric care management and long term care consulting firm. ElderCare Advocates is a free standing, non-hospital or other health care provider affiliated, firm providing comprehensive assessments & planning of long term care needs of disabled adults and the frail elderly. Assessments are made across the medical, psychological, social, environmental, legal and financial aspects of a person's life.

Chris began his career in nursing homes and hospitals. After finishing paramedic training and a degree in nursing , he pursued an interest in how people could finance health care, primarily acute care. He found out that chronic long term care is where financial devastation generally occurs for many people, especially the retired.

Completing the Chartered Life Underwriter and Chartered Financial Consultant designations in 1986, he went on to establish one of the few fee based financial planning practices in Toledo. He found that people wanted and needed financial advice more than financial salespeople wanted to give or could give. From this point in a new career he discovered that more thorough knowledge of taxes, investments, and law was needed, and so he completed a Masters of Science in Financial Services degree with specialization in financial planning in 1989 from the American College, Bryn Mawr, PA. Admission to the prestigious Registry of Financial Planning Practitioners, and obtaining the CERTIFIED FINANCIAL PLANNER™ certification were accomplished in 1990. He completed and received a Graduate Certificate in Gerontology at Bowling Green State University in 1992.

Chris Cooper is enrolled to practice and represent clients before the Internal Revenue Service. He represents clients in fair hearing processes before the Department of Health and Human Services at the state levels.

Chris Cooper, CFP® is a regular guest commentator for the ABC owned and operated WTVG-TV, Channel 13, in Toledo, Ohio appearing every Monday on 13 Action News at Noon. Chris has appeared on CBS's Early Show, NBC's Today show, and regularly appears on CNBC's Power Lunch. He is regularly quoted in print in the Wall Street Journal, USA Today, New York Times, Kiplinger's Personal Finance, Money magazine, SmartMoney, and many other fine publications.

Chris received the "Twenty Under 40" award from the Toledo Junior Chamber of Commerce in 1997 for his volunteerism which include past president of the Ohio Council of the Alzheimer's Association, past president of the Northwest Ohio chapter of the Financial Planning Association, and past president of Luther Home of Mercy, Williston, Ohio.

Chris Cooper is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning
Chris Cooper & Company is a comprehensive financial planning firm. We believe looking at the client's complete financial picture is the only way to properly assess sound financial advice. This encompasses everything from their personal and business financial goals along with their emotional well being and objectives.

We work in conjunction with several other financial professionals to integrate our clients with full legal, accounting, tax and investment services. We walk them through these processes each and every step of the way. Our clients range from the modest to wealthy, as well as pre-retirees to retirees.

ElderCare Advocates

ElderCare Advocates is a team of geriatric care managers and other social work and health care professionals dedicated to keeping seniors healthy and independent and living in their homes as long as possible. Find Out More.

Professional Fiduciary Services

Chris Cooper, CFP®, is a California Licensed Professional Fiduciary and a National Certified Guardian. As a professional fiduciary, he works with seniors, disabled persons and other individuals who can’t manage their affairs on their own, assisting with everything from day-to-day financial issues to investment and estate management. Find Out More.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Chris Cooper is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Chris Cooper is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • ChFC - Chartered Financial Consultant
    Chris Cooper is a Chartered Financial Consultant® (ChFC®)

    Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

  • CLU - Chartered Life Underwriter
    Chris Cooper is a Chartered Life Underwriter® (CLU®)

    A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.

Contact Chris Cooper

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Office Locations:

  • 5555 Airport Hwy
    Suite 115
    Toledo, OH 43615
  • 4080 Centre St
    Suite 202
    San Diego, CA 92103

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