Stephen R. Cooper

At Stephen Cooper CPA/PFS, we believe financial success goes beyond just numbers. It's about understanding your individual needs, goals, and dreams to create a personalized plan that aligns with your life journey.

Our Mission

Our mission is to empower individuals and families to achieve their financial goals by providing personalized guidance and innovative solutions. We partner with you to navigate the complexities of your financial life, offering:

Comprehensive Planning Services

• Retirement Planning: Secure your future with personalized strategies for saving, investing, and income generation.
• Investment Planning: Optimize your portfolio to achieve your financial goals and risk management objectives.
• Estate Planning: Ensure your assets are protected and transferred according to your wishes.
• Insurance Planning: Obtain tailored insurance solutions to safeguard your financial health and peace of mind.

Tailored Solutions

We take a comprehensive approach to understanding your financial situation and goals. We work with you to:

• Review your financial history and goals
• Identify potential risks and opportunities
• Develop a customized plan that aligns with your specific needs
• Monitor and review your plan regularly to ensure it remains effective over time

Experience and Expertise

Stephen Cooper, the founder of Stephen Cooper CPA/PFS, has over two decades of experience guiding clients through various financial challenges and triumphs. He holds various professional designations and is committed to staying current with the latest industry trends and regulations.

Client-Centered Approach

We believe in building lasting relationships with our clients. We are dedicated to:

• Providing personalized attention and clear communication
• Answering your questions promptly and thoroughly
• Working collaboratively with you to achieve your financial goals

Partnering for Success

At Stephen Cooper CPA/PFS, we are committed to being your trusted financial guide. We will walk alongside you, support you, and empower you to make well-informed financial decisions every step of the way.