• Home
  • About
  • Find a Member
  • Ethics Center
  • Consumer Hub
  • Join Today
  • Contact
  • Have Questions? Call: (800) 282-1831

    Brad E Cooper

    President/Founder

    Download Profile Send Email

    07/08/2014

    Cooper Financial Investments, LLC & Cooper Financi

    4140 E. Baseline Road,
    Suite 101,
    Mesa, AZ 85206
    US
    map

    http://www.cooperfinancial.com

    brad@cooperfinancial.com

    (888) 390-5277

    (573) 631-0621

    (888) 390-5195

    Financial Advisor

    Retirement Income and Protection Planning

    Brad Cooper started in the financial industry back in 1993.  As you can imagine, he has seen a lot of changes since then!  “People are much more worried about protecting their money,” he says “and they tend to think more about unforeseen health issues.”  Brad says there is a new conservatism with finances, something he understands and deeply appreciates.

    Brad changed his practice several years ago to focus on protecting money, in essence, to assisting his clients to not outliving their money during retirement. “For me,” he explains, “it’s about relationships, about getting to know people.  I’ve been in the business for over 24 years now and I realized I needed to focus on safe money, on income and asset protection.”  Brad says wealth preservation and financial security when looking at retirement planning is key for him-- and his clients. 

    Brad is an Independent professional and Fiduciary, meaning his advice is not dictated by any company or product provider.  He says being independent is crucial to giving practical advice because not being beholden to any company or product, allows him to always place his customers first. He spends a lot of time educating people and enjoys it very much!  “My mission at Cooper Financial,” he says, “is to help keep people on the path towards financial security, and independence.  Everyone deserves a secure and independent retirement.” 

    Brad earned his BA from Columbia College.  He is a member of the NEA, (National Ethics Association) and the author of "Cooper's Truth."  Brad is also involved in his community including the Chamber of Commerce.  Working with retirees and people approximately ten years away from retirement, however, is his true passion!  “I always look to what keeps people up at night,” he says “and then I look for practical solutions that may help them sleep a little better.”

    Married for over 26 years to wife, Shelly, Brad enjoys swimming, traveling and coaching his two daughters in their many sports.  

     

    Investment advisory services offered through Cooper Financial Investments, LLC a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through Brad Cooper/Cooper Financial Group, LLC, an affiliated company.

     All written content on this site is for information purposes only. Opinions expressed herein are solely those of Cooper Financial Investments, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Cooper Financial Investments, LLC a Registered Investment Advisor in the State of Arizona.  Insurance products and services are offered through Brad Cooper/Cooper Financial Group, LLC, an affiliated company.

     The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Arizona or where otherwise legally permitted.

     Cooper Financial Investments, LLC and Cooper Financial Group, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.

     Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

     

     

     

     

     

     

     

     

     

     

    X logo
    Want to become a force for good in business?
    Then commit yourself to treating your customers right.
    Taking the National Ethics Association Business Integrity Pledge is a great first step.