Brad E. Cooper, Founder and President

Hi, I’m Brad E. Cooper,

I am a Financial Advisor/President of Cooper Financial Investments, LLC and have a B.A. from Columbia College. I have helped many families keep on the path toward financial security and independence for over 25 years. I feel everyone deserves a secure and independent retirement.

I was recently asked and participated in a 60-minute documentary “Not Alone: Retirement In America,” which debuted this past year nationwide. I previously hosted a weekly “Financial Answers For Today’s Economy” Radio Show for over 10 years and I am the Author of the Book “Cooper’s Truth- A Little Book About the Big Things Some May Not Tell You Regarding Retirement Planning”. I have written numerous articles on the subject of finance and have contributed several financial related articles to magazines and newspapers.  I have developed speeches and workshops tailored for multiple audiences nationwide on topics such as Income and Estate Planning, Retirement Planning, Wealth Preservation and Management, Hybrid Indexed Annuities, Insurance, and Income and Asset Protection.

My experience in the field of retirement and asset protection has afforded me the privilege to meet and work with amazing families that have worked extremely hard to create a “nest egg.” As a Fiduciary,” I take my position very seriously in protecting it. I value life-time client relationships.

On the personal side, I have been married to my high school sweetheart for 28 years and we have 2 amazing beautiful daughters. I am very blessed and keeping priorities in order is very important to me – God, Family and Business.

I enjoy spending time with my family, reading, keeping updated on the many changes of our financial economy, swimming, traveling, golfing, hiking, bike riding, watching and coaching my children in many sports, and I’m very active in my church. I’m very interested in health and fitness – I want to be around for a long time so I can enjoy many grandchildren in the future!

This is Who I Help – I love working with retirees and families approaching retirement. My goal is to help families live a secure and comfortable life by utilizing financial tools and services that will help them achieve “financial security and independence.” We help families with a lifetime of security thanks to a lifetime of income.

My passion stems from the major changes we have seen in our financial economy the past 10 years that have had an impact on many families in retirement. I take a very serious, proactive, and secure approach when planning.

This is how I help my Clients – My commitment to you is to consistently deliver above and beyond expectations to improve your financial well-being, and help you become more financially secure and independent.

“We take great pride in our relationship with our clients.”

  • Communication – clear, concise, easy to understand
  • Education – continuous process, retirement resources, financial news you can use, tax-reduction strategies, and much more…
  • Caring Staff – your calls are always welcomed and we are truly client-focused
  • Regularly Scheduled Reviews
  • We offer solutions that will help you make better decisions
  • Fiduciary – Full Disclosure

“We help keep you on the path towards financial security and independence because everyone deserves a secure, independent retirement.”