Professional Fiduciary Services

Helping Seniors and Disabled Persons Manage
Their Financial Affairs

Assistance with Day-to-Day Financial Management
Investment Management
Estate Planning

Go to Professional Fiduciary Services and get more information about it!

Comprehensive Financial Planning

Financial Success through Proper Planning

Investment Advice
Tax Planning
Estate Planning
Retirement Planning

Go to Financial Planning and get more information about it!

ElderCare Advocates

Keeping Seniors Healthy & Independent

Care Management by ElderCare Advocates
Presenting Options & Pricing
Recommending Solutions & Resources
Providing Objective Evaluation

Go to our ElderCare Advocates portion of this site to find out more!

Ongoing Services

Services to help with ongoing care management.

Tax Preparation Services
Daily Money Management
Expert Witness Services

Go to our Ongoing Services page to find out more!

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Welcome

Chris Cooper & Company Inc., is a comprehensive financial planning firm. We believe looking at the client's complete financial picture is the only way to properly assess sound financial advice. This encompasses everything from their personal and business financial goals along with their emotional well being and objectives.

We work in conjunction with several other financial professionals to integrate our clients with full legal, accounting, tax and investment services. We walk them through these processes each and every step of the way. Our clients range from the modest to wealthy, as well as pre-retirees to retirees.

ElderCare Advocates

ElderCare Advocates is a team of geriatric care managers and other social work and health care professionals dedicated to keeping seniors healthy and independent and living in their homes as long as possible. Find Out More.

Professional Fiduciary Services

Chris Cooper, CFP®, is a California Licensed Professional Fiduciary and a National Certified Guardian. 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. Find Out More.