Cooper J. Smith,  CFP<sup>&reg;</sup> - Financial Advisor

Cooper J. Smith, CFP®

VP, Financial Planner

Carnegie Investment Counsel

4 High Ridge Park, 3rd Floor
Stamford, CT 06905
FINANCIAL ADVISOR'S WEBSITE
(203) 227-4515 CONNECT WITH Cooper
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General

Cooper Smith is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Carnegie Investment Counsel in Stamford, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Starting a Family, Succession Planning, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes

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