Brad Cooper

About Brad Cooper

I’ll never forget the day I learned about money. I was a Police Officer, and a…

Experience

1. Holistic Financial Planning

   Cooper Financial Investments, Llc

   May 1993 — Present · Mesa, AZ

   Brad Cooper started in the financial industry back in 1993.As you can imagine, he has seen a lot of changes since then! “People are much more worried about protecting their money,” he says “and they tend to think more about unforeseen health issues.” Brad says there is a new conservatism with finances, something he understands and deeply appreciates.Brad changed his practice several years ago to focus on protecting money, in essence, to assisting his clients to not outliving their money during retirement. “For me,” he explains, “it’s about relationships, about getting to know people. I’ve been in the business for over 28 years now and I realized I needed to focus on safe money, on income and asset protection.” Brad says wealth preservation and financial security when looking at retirement planning is key for him- and his clients.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 book “Cooper’s Truth” and Forbes magazine recently interviewed him for an article published in their December 2019 issue.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, and Elder Care Planning.Married for over 30 years to wife, Shelly, Brad enjoys swimming, traveling and coaching his two daughters in their many sports.Advisory services are offered by Cooper Financial Investments, LLC, a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through Cooper Financial Group, LLC, an affiliated company. Cooper Financial Investments, LLC and Cooper Financial Group, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

Skills

• Insurance
• Insurance Planning
• Iras
• Estate Planning
• Public Speaking
• Fixed Annuities
• Term Life Insurance
• Retirement Planning
• Savings
• Retirement
• Income Protection
• Annuities
• Financial Services
• Financial Education
• Life Insurance
• Wealth
• Wealth Accumulation
• Indexed Annuities