Sean Steven Cooper,  CFP<sup>&reg;</sup> - Financial Advisor

Sean Steven Cooper, CFP®

CFA®

President/Chief Compliance Officer

Fit Financial Consulting LLC

1537 N Anne Ave
East Wenatchee, WA 98802-4278
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General

Sean Cooper is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fit Financial Consulting LLC in East Wenatchee, WA and the surrounding communities.

Financial Advisor Overview

Financial Planning for Today At Fit Financial Consulting LLC, financial planning and investing is about you, your goals and aspirations. • Financial plans begin with a discovery meeting to get to know one another, address your current financial situation and where you want to go from here. • I’ll crunch the numbers and provide you with a comprehensive financial plan customized to you and your family. o Not an off the shelf document generated by generic financial planning software. o But detailed answers to all of your financial questions and many questions you haven’t even asked yet, from insurance and estate planning, to investing and retirement, and beyond. • Next, we work together to plot the course from where you are today, to where you want to be tomorrow. o A financial plan means nothing, without proper implementation. • Finally, we monitor and track our recommendations to ensure they continue to align with your financial goals and are meeting, or exceeding, expectations. Investing for Tomorrow Modern Portfolio Theory isn’t dead, it has evolved. Diversification still works, but not in the way you think. Upgrade your portfolio today by learning from the legends like David Swensen of the Yale Endowment and Warren Buffett of Berkshire Hathaway. Dividends, value, and alternatives, are all investment strategies that can be incorporated into your portfolio, but deriving the proper blend that is tailored to your goals, your ability to assume risk, and your willingness to assume risk, is key to your financial success. Whatever your aspirations may be, we will build a strategic allocation designed to incorporate the many factors affecting your financial success, all while keeping an eye to the horizon for pending change. Fit Financial Consulting, LLC is a registered investment advisor offering advisory services in the states of Colorado, Washington, and other jurisdictions where exempted.

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Financial Advisor Experience

Sean attained his MBA with a focus in finance from the University of Colorado and his BSBA with a major in finance from the University of Denver. Sean is a holder of the Chartered Financial Analyst® designation, or CFA®, Certified Financial Planner™ designation, or CFP®, and best selling author of, "The Truth About Investing: Back to Basics". He enrolled in the CFA Program to obtain the highest set of credentials in the global investment management industry. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Advisory services are offered through Fit Financial Consulting LLC; an investment advisor firm domiciled in the State of Washington. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensati

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Corporate Finance, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Tangible Assets, Succession Planning

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