Wealth Management

As Baby Boomers and seniors are moving into retirement with significant wealth, the risk of financial abuse is rising. This is why it’s important to work with a professional fiduciary to address the need for wealth management in California. Chris Cooper is a California licensed professional fiduciary who helps seniors, Baby Boomers, and disabled individuals in managing and protecting their assets, day-to-day finances, investment, estate management while ensuring their physical and mental well-being.

How can Chris Cooper help you?

Chris Cooper is a licensed fiduciary wealth manager specializing in wealth management in Ohio and California. He gives you investment recommendations best-suited to meet your personal or business goals. With specific fiduciary training and expertise, he adheres to the rules and guidelines dictated by the fiduciary standard and the suitability standard so that your retirement is as smooth as you imagine.

As a fiduciary wealth manager, he will:

● Manage your property

● Give you investment recommendations best-aligned to your personal and business goals

● Assist you with estate management

● Act in your best interest

● Help avoid financial abuse and losses

If you wish to take help from a professional fiduciary in a situation where you face trouble managing your most of your affairs, feel free to contact us today.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.