Whether you are a pre-retiree, retiree or conservative investor, we want you to have a better financial future. We want you to have financial success for the next 25 years and not go backwards over time, by building a more secure portfolio. Brad E. Cooper is an Investment Advisor Representative and President of Cooper Financial Investments, LLC.
We understand the unique issues facing retirees and those saving for retirement and we are committed to giving you the best advice and services possible. We specialize in financial planning for retirees and those transitioning into retirement. Our services encompass a management system that is designed to be defensive in bad economic times, and opportunistic in good times, education planning, referral partners for tax and estate planning. We take great pride in our relationship with our clients.
Brad Cooper is an investment advisor representative of Cooper Financial Investments, LLC, a state registered independent investment advisor, serving customers in Arizona and surrounding communities.
Brad’s mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.
Brad E. Cooper, Founder and President
I am the President of Cooper Financial Group, LLC and an Investment Advisor Representative and 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 24 years. I feel everyone deserves a secure and independent retirement.
I previously hosted a weekly “Financial Answers for Today’s Economy” radio show for over 10 years. 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 knowledge 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.”
On the personal side, I have been married to my high school sweetheart since 1985 and we have two 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!
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.” Our goal is to help families build a lifetime of security.
Our 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.
Lindsey Kemp, Director of Client Relations
Lindsey is the Director of Client Relations for Cooper Financial Group, LLC. She has received a Bachelor’s of Science degree in Mass Communications with an emphasis in Advertising and Marketing from Southeast Missouri State University. Lindsey has spent over five years managing teams and succeeding in client growth for two fortune 500 companies. Her focus is building strong client relationships. She is passionate about delivering superior client assistance and administration.