Cooper Peters, CRES, AIF®
Financial Advisor
For the past 21 years, I have been helping investors work toward achieving their financial goals. My history is rooted in the implementation and service of employer sponsored retirement programs and overall comprehensive financial planning for individual investors.
My extensive background in non-profit retirement planning allows me to provide the most suitable 403(b) options for my clients in K-12 and Higher Education, Community Healthcare and other 501(c)(3) organizations.
As a Certified Retirement Education Specialist and Accredited Investment Fiduciary, I can provide truly independent and objective guidance to help choose the financial products that are best suited for my clients without proprietary company bias. I am prepared to guide you in setting realistic and attainable objectives, and assist you in designing an investment strategy to help you reach them.
My mission is to deliver professional investment advice, quality investment products and unparalleled service to my clients.