Chris Cooper & Company

Chris is a professional fiduciary licensed with the state of California. As a professional fiduciary, Chris works with seniors, disabled individuals and others who can’t manage their affairs on their own. He assists them with everything from day-to-day financial issues to investment and estate management. 

Chris holds a Masters of Science in financial services with specialization in estate planning and a graduate certificate in Gerontology. He is a CERTIFIED FINANCIAL PLANNER certificant and is enrolled to practice in audit and administrative proceedings before the Internal Revenue Service and state and local taxing authorities.

Chris is a member of the National Association of Personal Financial Advisors, and an associate member of the California Society of CPA’s, the Los Angeles County Bar Association, and the San Diego County Bar Association. 

Chris has been a regular guest on CNBC, and is regularly quoted in newspapers and magazines nationwide. 

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Advisors at this Office

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This Office

4080 Centre St Ste 202 San Diego, CA 92103-2657

Primary Office

4080 Centre St Ste 202 San Diego, CA 92103-2657

Other Offices

5646 Baronswood Cir Toledo, OH 43615-7351 Phone: (419) 868-8000