Cooper Smith (CFP®)

Planning Specialties

Cooper Smith, CFP® serves Carnegie Investment Counsel as VP, Financial Planner. In this role, Cooper works closely with clients and their advisors to help identify and achieve their financial objectives through comprehensive financial planning. He is passionate about connecting with clients and guiding them through the planning process. Cooper specializes in holistic planning, covering aspects of education, retirement, tax, estate, investment and insurance planning. His goal is to ensure clients succeed in obtaining their financial goals. Cooper joined the Stamford office in 2025. Prior to joining Carnegie Investment Counsel, he started his career at Capital Financial Advisors of New York, LLC in Clifton Park, NY as a Paraplanner. Cooper obtained the CFP® designation in 2025 and is a NAPFA-Registered Financial Advisor. Cooper attended St. Lawrence University where he graduated with a B.A. in Government. Outside of the office, Cooper enjoys playing basketball, exploring new technology and spending time with family and friends. His hobbies also include listening to music, making pasta sauce, and rooting for the Boston Red Sox. Cooper was born and raised in Albany, NY, and resides in New York City.