Martin Cooper (CFP®, ChFC®, CLU, EA, MSFS, Other)

Martin Cooper focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Retirement Planning & Distribution Rules
  • Special Needs Planning
  • Tax Planning

Planning Specialties

The elderly and the disabled adult and his/her family.

Additional Information

Chris Cooper, CFP®, is a California Licensed Professional Fiduciary. 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.

NAPFA Start Date

March 03, 2015


This Office

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

Other Offices

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