Chris Cooper & Company, Inc.

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(619) 602-2029(619) 602-2029 View Website »

443 Pennsylvania AvenueSan Diego, CA 92103

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Business overview

Service Area

  • Alpine
  • Barrio Logan
  • Bonita
  • Borrego Springs
  • Carlsbad
  • Carmel Valley
  • Chula Vista
  • Clairemont
  • College Area
  • Coronado
  • Del Mar
  • Downtown
  • El Cajon
  • Encanto
  • Encinitas
  • Escondido
  • Fallbrook
  • Hillcrest
  • Imperial Beach
  • Julian
  • Kensington
  • La Jolla
  • La Mesa
  • Lakeside
  • Mira Mesa
  • Miramar
  • Mission Bay
  • Mission Valley
  • National City
  • Ocean Beach
  • Oceanside
  • Old Town
  • Otay Mesa
  • Pacific Beach
  • Point Loma
  • Poway
  • Ramona
  • Rancho Bernardo
  • Rancho Peñasquitos
  • Rancho Santa Fe
  • San Marcos
  • San Pasqual
  • San Ysidro
  • Santee
  • Scripps Ranch
  • Spring Valley
  • Sunset Cliffs
  • Tierrasanta
  • Torrey Pines
  • Vista
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Investments

  • Annuities
  • Bonds
  • CDs
  • Government Securities
  • International Securities
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities

Services

  • Brokerage Services
  • Financial Education Workshops
  • Insurance Brokerage Services
  • Litigation Support
  • Tax Return Preparation

Minimum Investment

  • No

Planning Types

  • Asset & Portfolio Management
  • Debt Management
  • Divorce Planning
  • Educational Savings Plans
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Investment Research
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning
  • Trust Services

Certifications

  • Accredited Tax Preparer
  • Certified Estate Planner
  • Certified Financial Planner
  • Chartered Life Underwriter
  • Registered Investment Advisor

Credentials

Masters of Science in Financial Services degree with specialization in financial planning in 1989 from the American College, Bryn Mawr, PA. CERTIFIED FINACIAL PLANNER™ certification were accomplished in 1990. He completed and received a Graduate Certificate in Gerontology at Bowling Green State University in 1992.

Chris Cooper is enrolled to practice and represent clients before the Internal Revenue Service.

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • SUN

* By Appointment Only

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