Scott Cooley
CFP®, ChFC®, CLU®, RICP®
Basepoint Wealth
Senior Wealth Advisor
Scott Cooley
CFP®, ChFC®, CLU®, RICP®
Basepoint Wealth
Senior Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Scott Cooley, CFP®, ChFC®, CLU®, RICP®
Fee-Only financial planner located in Cedar Rapids, Iowa, serving clients locally and across the country
Scott Cooley is a Cedar Rapids, Iowa fee-only financial advisor serving clients locally and across the country. Basepoint Wealth provides comprehensive financial planning, investment management, tax planning, and retirement plan solutions to help individuals and businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Scott Cooley is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As a senior wealth advisor, Scott Cooley brings a personal, in-depth and detailed approach to serving his clients. He values the exciting team approach at Basepoint Wealth where we help each other and work to become better everyday. He sees this as a big value-add to the client experience.
Growing up in Washington, IA, Scott saw how his mother was able to stretch their money to pay for his father’s leukemia treatments and healthcare while also providing for her four children. This inspired him to find ways to help others with their finances. What is most fulfilling to Scott is building lasting relationships with clients and sharing in the feeling of achieving their financial goals.
Scott is a University of Iowa graduate and a huge fan of Iowa Athletics. He looks forward to attending games and events in Iowa City. Alongside his wife Meghan, they enjoy and manage a busy family life with their three young children.
Outside of work, Scott enjoys coaching youth sports, hiking, watching his favorite sports teams and spending quality time with his family.
Scott serves as the President of the Eastern Iowa Chapter of the Society of Financial Service Professionals.
Basepoint Wealth is an independent, fee-only wealth advisory firm based in Cedar Rapids, IA. Our goal is to make fiduciary financial advice more accessible to regular families. No commissions, no sales or pressure, just quality financial planning for an affordable fee. Visit our website to 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
-
Scott Cooley is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
-
Scott Cooley 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.
-
Scott Cooley 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.
-
Scott Cooley is a Retirement Income Certified Professional® (RICP®)A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.
Contact Scott Cooley
Office Locations:
-
4144 Golf Street NE
Cedar Rapids, IA 52402
