Charles Cooper
President, Head of Insurance Strategies at KAIROS Private Wealth
- Role
- President, Head of Insurance Strategies at Kairos Private Wealth
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Charles Cooper
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. My financial planning practice is built on two fundamental pillars - Goal Achievement and Accountability. Together we will hold each other accountable to attaining those goals in the least amount of time possible with the least amount of risk. Contact me to discuss your financial future. QUALIFICATIONS Life Underwriter Training Council Fellow Chartered Life Underwriter Series 6, 7, 63, 26, 24I am licensed to sell insurance and securities in Alabama, South Carolina, Virginia, Maryland, Rhode Island, Texas, Ohio, Kentucky, Arizona, Georgia, Illinois, Indiana, Florida, Maine, Michigan, Nevada, Pennsylvania, Tennessee, Wisconsin, and California. California Insurance License #42•••54.I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC Supervisory address: 3825 Edwards Road Suite 210, Cincinnati, OH 45••••13)
Experience
President, Head of Insurance Strategies
Apr 2026 — Present · Cincinnati, OH, US
Education
Elon University
Bachelor of Fine Arts (BFA), Musical Theatre
1997 — 2001
The American College of Financial Services
Life Underwriter Training Council Fellow (LUTCF)
2007
The American College of Financial Services
Chartered Life Underwriter (CLU)
2013
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