About My Practice
At Cooper Financial Services, Inc., we believe that whether your aspirations are very simple or quite complicated, actually achieving them is never easy. It takes hard work, expert advice, careful planning and a commitment to doing things right over a very long period of time. We have helped hundreds of families just like yours define, create and live their lives through a wealth management process we call "lifetime planning." Your family deserves nothing less.
You Manage Your Life
Our Services Include:
We Will Manage Your Money
• Life Planning
• Retirement Planning
• Estate Planning
• Educational Planning
• Tax Planning
• Qualified Retirement Plan Programs
• Intergenerational Planning
• Investment Planning/Investment Analysis
• Risk Management (Insurance Planning)
Lawrence S. Cooper is the Chairman and Chief Executive Officer of Cooper Financial Services, Inc., a federally registered investment advisor, and the President and Chief Compliance Officer of CFS Securities, Inc., an affiliated Broker/Dealer; member of FINRA / SIPC. Larry has been providing comprehensive financial planning and investment advisory services to individuals and businesses for over 30 years, specializing in retirement planning, tax & estate planning, and intergenerational wealth transition.
After receiving his Bachelor of Science degree from Franklin Pierce College in 1984, Larry earned the Certified Financial Planner (CFP®) designation from the College of Financial Planning in Denver, CO in 1989. Larry is a Registered Securities Principal, a licensed Municipal Securities Principal and a licensed Financial Operations Principal. In addition, Larry has Life and Health Insurance producer appointments with top-rated carriers. Larry is a current member of the Financial Planning Association and the Greater New Haven chapter of the Financial Planning Association (FPA®). His) civic activities include active membership of Probus Club, where he served as past president of the Greater New Haven Chapter. Larry and his wife, Hope, have three children and reside in Orange, CT.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 28, 53, 63, 65
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
CFS Securities, Inc.
Considerations: The majority of assets under management are fee only
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.