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.
We offer special services to the elderly in the form of geriatric care management. In addition, as a California Licensed Professional Fiduciary and a National Certified Guardian, Chris Cooper is able to provide critical financial management services to seniors and disabled persons who are no longer able to manage their financial affairs on their own.
Other areas of expertise include investment advisory services through managed accounts with an emphasis on retirement and educational funding. We also specialize in tax preparation and estate and gift tax planning.
Services Provided
- ElderCare Advocates
- Comprehensive Financial Planning
- Professional Fiduciary Services
- Investment Advice
- Tax Planning
- Estate Planning
- Retirement Planning
- Onging Services
