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.

Specialties

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
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