Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > New York > New York > Michael Cooper, CFP®,ChFC®
Find the Certified Financial Planner™
Who's right for you.

Michael Cooper, CFP®,ChFC®

The Michael Cooper Group At Morgan Stanley

590 Madison Ave
11th Flr
New York, NY 10022
Phone: (212) 315-6331
Fax: (212) 307-2841

Web site

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Succession Planning
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

About My Practice


Web site:http://www.morganstanleyfa.com/cooper/

 

Experience


Web site:http://www.morganstanleyfa.com/cooper/

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Insurance Licenses
Life insurance: NY, NJ, Health/disability insurance: NY, NJ, Fixed annuities: NY, NJ, Variable annuities: NY, NJ
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC®)
Broker-Dealer Affiliation
Morgan Stanley Smith Barney

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.