Chris Cooper & Company, Inc.

443 Pennsylvania Avenue 
San Diego, CA 92103
Phone: (619) 602-2029
Toll Free: (800) 352-7674
Fax: (619) 295-3565
Email: Email this business
Website: www.chriscooper.com
Chris Cooper & Company, Inc. Chris Cooper & Company, Inc. : Financial Advisors, San Diego, CA




What We Do
Chris Cooper & Company Inc., is a comprehensive, fee-only financial planning firm. We believe looking at a client's complete financial picture, goals, values and objectives is the only way to properly give sound financial advice. We work in conjunction with other financial professionals to integrate our clients with a fully comprehensive assessment of your legal, accounting, tax, insurance and investment needs. We walk with you through out the whole planning and implementation processes each and every step of the way.

Our clients range from the modestly affluent to the very wealthy, pre-retirees and retirees. Investment advisory services and tax preparation are provided as part of our ongoing financial services.

Additionally, we offer specialized services to the elderly in the form of geriatric care consulting and management in conjunction with our sister company, ElderCare Advocates, Inc.
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
  • Hours:
    Monday   9:00am - 5:00pm
    Tuesday   9:00am - 5:00pm
    Wednesday   9:00am - 5:00pm
    Thursday   9:00am - 5:00pm
    Friday   9:00am - 5:00pm

    By Appointment Only




    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.

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