Chris Cooper & Company
Financial Advisor, Private Fiduciary
Chris Cooper & Company
Financial Advisor, Private Fiduciary
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Chris Cooper, CFP®, EA
Fee-Only Financial Planner working virtually from San Diego, CA
Chris Cooper is a San Diego, CA virtual fee-only financial planner. Chris Cooper & Company provides comprehensive and objective financial planning, eldercare planning, wealth management and tax planning to help seniors and baby boomers 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 is licensed as a California Licensed Professional Fiduciary #615, and serves as trustee, conservator, executor and attorney in fact under a durable power of attorney.
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 a 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.
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 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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- ElderCare and Disabled Family Members
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Persons caring for disabled family members
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Chris Cooper is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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.
Chris Cooper is an Enrolled Agent (EA) with the IRS
An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Chris Cooper is the Author of Eldercare Confidential: Cautionary Tales for Adult Caregivers and Caretakers of Parents and Spouses
Chris Cooper & Company is Accredited with the Better Business Bureau
Chris Cooper is an Associate Member of the California Society of CPAs
Chris Cooper is a Member of the National Association of State Boards of Accountancy
Chris Cooper Presented at the Personal Financial Planning Conference held by the California Society of CPAs
Chris Cooper Writes for Mint Life
Contact Chris Cooper
3960 Normal Street
San Diego, CA 92103