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Cooper Financial Investments
Holistic Financial Planning — Estate Planning, Tax Minimization, Social Security Maximization & Retirement Solutions. | Whether you are a pre-retiree,...
Overview
Holistic Financial Planning — Estate Planning, Tax Minimization, Social Security Maximization & Retirement Solutions. | 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.
General information
Firm type
RIA
Year founded
2000
Location
Region
North America
Country
United States
City
Mesa
Corporate office
New York, NY, United States
Principals
Peter Cooper
President
Sector focus
Frequently asked questions
What is Cooper Financial Investments' investment mandate?
The firm allocates across real estate, private equity, and hedge funds, primarily in North America. It focuses on direct investments and fund commitments, though no specific stage or sector preferences are publicly documented (per the firm's official communications).
What is the ownership structure of Cooper Financial Investments?
Cooper Financial Investments is a limited liability company, with Peter Cooper as the principal. The firm maintains a private, non-corporate structure, with no publicly listed ownership or formal external oversight.
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