Chris Cooper, CFP, EA / Financial Advisor in San Diego, California

A California Licensed Professional Fiducairy #615 offering fee only comprehsensive financial planning and consulting, and fiduciary services.


401K Consulting 401k Rollover 403B Plans And Agent Under A Power Of Attorney Document Asset Protection Business Planning Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning Conservator Of The Person And Estate Consultation And Comprehensive Assessment Of ElderCare Needs And Corporate Bonds Disability Income & Long Term Care Insurance Divorce Planning ElderCare Planning And Consultations Estate Planning Executor Family Financial Planning Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Income Tax Planning International Financial Planning Investment Consulting Investment Management Investment Policy Statements IRA Middle Income Mutual Funds Probate Professional Wealth Management Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Socially Responsible Investments Special Needs Planning Stocks Sustainability Tax Preparation Trustee Trustee Services Wealth Management Women's Issues
Suggestions will appear as you type. Example: Cary, NC.
Please describe your needs and any special services you may require. SUPER IMPORTANT: Do not use foul language or include web links to websites (even if they are yours). We ignore those contact requests. Thanks!

Optional, but recommended. Leave this set to Yes and save yourself time and money; will help you find the best financial advisor for your needs!
Optional, but recommended. An email is required if a phone number is not provided.
Optional, but recommended. is © Copyright Sudden Ventures, Inc. ( 0.098 secs on 05/21/22)

Privacy Policy | Accessibility Statement

Activate High Contrast Mode