Our Company
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 E. Cooper
Founder and President
888.390.5277 | brad@cooperfinancial.com
Brad has over 30 years of experience as a Financial Advisor and earned his B.A. from Columbia College. He has helped many families with “holistic” financial planning to keep them on the path toward financial security and independence. His passion is helping others achieve their financial goals.
Recently, Brad was featured in a nationwide documentary “Not Alone: Retirement in America”. Currently, he is hosted on Channel 12 NBC affiliate in Phoenix discussing financial awareness. Brad is the author of the books “Cooper’s Truth” and just recently released “Financial Armor”. Brad is published in Forbes magazine and was recently just interviewed by Bloomberg Businessweek for their September 2023 issue. Brad is also a Master Elite Member of nationally recognized IRA and Tax Expert Ed Slott.
Brad has written numerous articles on the subject of finance and has contributed several financial related articles to magazines and newspapers. He develops speeches and workshops tailored for multiple audiences on topics such as Retirement Income, Tax, Legacy, Estate and Elder Care Planning.
Jose Rodriguez Osuna
Financial Advisor
888.390.5277 | jose@cooperfinancial.com
My name is Jose Rodriguez a Financial Advisor with Cooper Financial Investments, LLC. My financial services career started in 2019 in Cleveland, Ohio where I fell in love with educating clients on how to achieve their personal financial goals.
After being in the industry for several years, I realized that the best opportunity to serve my clients was by building genuine relationships. Each client and their story is unique and personal. Therefore, each path to meeting their financial goals will be unique. I’m able to achieve this at Cooper Financial by actively listening to and learning about our clients and their needs.
We build lifetime relationships and give strategic wholistic planning options. Serving others and helping them achieve their goals is my commitment.
I graduated from Arizona State University with a Bachelor of Arts and Science in Economics with a minor in Data Analytics. I am an endlessly curious person and love to learn new things. If I’m not learning about a new hobby or working out, I am most likely cooking something interesting for my girlfriend. I’m a proud father of two dogs and a ball python: Chester, Stella, Echo.
Shelly Cooper
Director of Client Relations
888.390.5277 | clientservices@cooperfinancial.com
Shelly was born and raised in a small community in Missouri. She met the love of her life at the young age of 15. Brad Cooper was her high school sweetheart and they were married in 1991. Shelly attended the University of Missouri (Go, Tigers!) and was awarded her diploma with a degree in Political Science. She went on to use that knowledge as she worked on Capitol Hill in Washington D.C. for the Senate Committee for Commerce, Science and Transportation. Shelly and Brad started Cooper Financial Group, LLC over 30 years ago and have worked tirelessly to reach a standard of excellence for their clients. Over 5 years ago, they moved their business to Arizona. It was the best decision they have ever made.
Recently, after being a stay-at-home mom for almost 15 years, Shelly returned to the office to work in the Client Relations area. She loves serving in this capacity. Shelly and her husband, Brad, have two beautiful daughters Grace and Maggie. They share their home with their sweet dog, Biscuit. In her spare time, Shelly loves to read, travel, shop, cook, entertain, and of course spend time with her family. She also loves being involved with her church.
Grace Cooper-Thraen
Director of Marketing
888.390.5277 | grace@cooperfinancial.com
Grace is the Director of Marketing for Cooper Financial Group, LLC. She has received a Bachelor of Business Administration degree with an emphasis in Management from Biola University. Grace has recently joined our team, as she just graduated from college. She is looking forward to helping clients with their financial needs and planning fun client events in the future. Grace has been a part of many opportunities in the past to help her leadership skills grow and learn what it takes to succeed in the business world. Outside of work, Grace enjoys traveling, babysitting and spending time with friends and family.
Lindsey Smith
Client Executive Manager
888.390.5277 | lindsey@cooperfinancial.com
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.
Margaret Cooper Roberts
888.390.5277 | margaret@cooperfinancial.com
Margaret Cooper Roberts, the youngest daughter of Brad Cooper, joined the team in fall of 2024. Margaret graduated from Gilbert Christian High School in Gilbert, AZ and attended Union University in Jackson, TN for two years, where she was a member of the Kappa Delta sorority. Her studies were focused on Art and Graphic Design. Margaret’s strengths include solution-based problem solving, creative “out of the box” thinking, computer graphics, and focusing on new and improved strategies for the team.
Margaret got married in the Fall of 2022 to her husband, Tristan Roberts. She shares her home with her fur babies, named Cosmo, Astro, and Taiko, her three adorable cats. Margaret enjoys puzzles, video games, and horses. She also shares a love of shopping with her mom and sister. Margaret loves to bake fresh bread in her spare time, a hobby that her family does not mind at all!