Martin Christopher Cooper,  CFP<sup>&reg;</sup> - Financial Advisor

Martin Christopher Cooper, CFP®

MSFS,EA

President

Chris Cooper & Company, Inc.

4080 Centre St, Suite 202
San Diego, CA 92103
FINANCIAL ADVISOR'S WEBSITE
(800) 352-7674
(619) 602-2029

General

Martin Cooper is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Chris Cooper & Company, Inc. in San Diego, CA and the surrounding communities.

Financial Advisor Overview

Chris Cooper is the owner and founder of Chris Cooper & Company, a financial planning firm working with people who own small businesses, with persons preparing to retire, and very elderly persons. Chris provides counseling and guidance in the areas of investments, taxation, and estate preservation. As a practitioner he invests and manages money, does personal and business tax returns and representation, and comprehensive financial planning consultations. Chris Cooper is also the owner and founder of ElderCare Advocates, a private geriatric care management and long term care consulting firm. ElderCare Advocates is a free standing, non-hospital or other health care provider affiliated, firm providing comprehensive assessments & planning of long term care needs of disabled adults and the frail elderly. Assessments are made across the medical, psychological, social, environmental, legal and financial aspects of a person's life.

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Financial Advisor Experience

Chris Cooper, CFP®, is a California Licensed Professional Fiduciary and a National Certified Guardian. As a professional fiduciary, he works with seniors, disabled persons and other individuals who can't manage their affairs on their own, assisting with everything from day-to-day financial issues to investment and estate management. A professional fiduciary is responsible for managing assets and handling investments for trusts, conservatorships and estates. He or she is appointed by an individual or court to assume a position of trust and responsibility. As a trustee, a professional fiduciary is responsible for carrying out the terms of the trust. As a conservator, the fiduciary is responsible for managing the estate and personal affairs of an individual who had been legally determined to be physically or mentally incapacitated. As a professional fiduciary, Chris Cooper is able to assist with the following: Estate management Investment management Filing and paying taxes Other financial issues Other professional services as needed Who needs a professional fiduciary, and why? Professional fiduciaries help manage the financial affairs of people who aren't capable of handling the responsibility on their own. While family members, friends, or other professionals (such as CPAs) can sometimes take on these tasks, it's often a good idea to hire an independent third party who has specific fiduciary training and expertise. Hiring a professional fiduciary helps avoid conflict between loved ones and protects the incapacitated person from financial abuse. A professional fiduciary can also help when family members live far away and their loved one needs assistance, or when the family member simply lacks the time or expertise to manage another person's affairs on their own. What are the benefits of appointing a professional fiduciary? A professional fiduciary can: Help avoid financial abuse and losses Minimize conflict and stress among family members and loved ones Offer access to expert knowledge and experienced professionals (CPAs and attorneys) To learn more about how hiring a professional fiduciary can help protect your loved one and make your life less complicated, contact us today. "A fiduciary is someone who has undertaken to act for and on behalf of another in a particular matter in circumstances which gives rise to a relationship of trust and confidence." – Bristol & West Building Society v Mothew

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - California Licensed Professional Fiduciary #615

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

NONE, Not employed by a financial institution of any kind

Financial Advisor's Specialties

Arbitration & Mediation, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Cross-border Planning, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Limited Partnerships, Irregular Income, Identity Theft, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Succession Planning, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources