Cooper Financial Investments, LLC

Overview

Cooper Financial Investments, LLC is a limited liability company that operates as a capital allocator and financial advisory practice registered in Arizona and Louisiana. The firm provides financial planning, conducts selection of other advisers, and runs educational seminars and workshops. Its fee model includes hourly charges and other fee arrangements rather than a standard percentage-of-assets retainer. The firm is affiliated with an insurance company, which aligns with its use of insurance products in client solutions. The organization is owned by a combination of a domestic entity and an individual. It is not positioned as an ESG-focused manager, and it identifies itself as providing advisory and intermediary services rather than operating as a pension consultant or related adviser.

Investments & Alternatives

Location & Offices