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
- 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