Tim P. Cooper, CFP^®

Tim P. Cooper

5 Baja Court
Corte Madera, CA 94925

FINANCIAL ADVISOR'S WEBSITE

timpcooper.com

(415) 391-6644 CONNECT WITH Tim

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

After discussing the needs of the client, I can help them determine the most cost-effective way to pay for my services.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Tim Cooper is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Tim P. Cooper in Corte Madera, CA and the surrounding communities.

Financial Advisor Overview

I suggest having a written financial plan to include an asset allocation and investment policy statement. Of course this can be changed at anytime as needed based on changes of income, health, interest rate and investment market conditions, tax rates and political environment.

Financial Advisor Experience

Started my independent financial planning practice in 1988. I have extensive experience with qualified retirement plans such as Safe-harbor 401(k) plans for businesses and self-employed professionals. Also, I am an Accredited Investment Fiduciary

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: CA
Health/disability insurance: CA
Variable annuities: CA

Broker-Dealer Affiliation

Cetera Financial Group

Broker-Dealer Disclaimer

Cetera Advisor Networks is an Independent not owned by a bank or insurance company and there are no proprietary investment products.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Estate Planning, Investment Management, Employee Benefits, Getting Married, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Men's Finances, Nontraditional Households