Charles L. Cooper,  CFP<sup>&reg;</sup> - Financial Advisor

Charles L. Cooper, CFP®

Securities America, Inc.

6500 29th St, Ste 210
Greeley, CO 80634
(970) 351-7466 X 102

General

Charles Cooper is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Securities America, Inc. in Greeley, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

  • Life insurance: KS,WY,GA
  • Health/disability insurance
  • Fixed annuities: KS,WY,GA
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources