Michael B. Cooper, CFP<sup>&reg;</sup> - Financial Advisor

Michael B. Cooper, CFP®

CPA/PFS®

Private Wealth Advisor

Amerprise Financial LLC

Ameriprise Financial Services LLC, 530 5th Ave-10th FL.
New York, NY 10036-5114
FINANCIAL ADVISOR'S WEBSITE
(917) 472-2669 CONNECT WITH Michael
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General

Michael Cooper is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Amerprise Financial LLC in New York, NY and the surrounding communities.

Financial Advisor Overview






We are a father and son team with over 75 years of experience (Sid has 53 years and Michael has 27 years). Sid began in this industry in 1960 and services some of the same clients today.

Michael has distinguished himself as a former KPMG Peat Marwick CPA, ChFC® and a Certified Financial Planner™ professional. In a field of over 630,000 registered securities representatives (less than 10% have our designations, experience and have a CPA license - FINRA website 2012), we are a team of only a handful in the industry that has this length of experience and holds such varied licenses and designations.

We also understand the importance of family, and treat our clients with the respect and attention that a family member deserves. We are proud of the business that we have created and our clients know and count on us for our honesty, excellence and results.

To discuss your unique tax and financial situation and how we can help you reach your goals, please contact us to arrange a discovery meeting.

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Financial Advisor Experience

I began as a CPA with KPMG Peat Marwick gaining valuable experience in their tax and audit divisions. It is here where the tax training and experience has enabled me to make informed decisions for my clients and I continue to keep my CPA license current with the New York State Licensing Department.

After my tax and audit experience with KPMG Peat Marwick, I joined my father's 30 year old practice and became a Certified Financial Planner™ practitioner and Chartered Financial Consultant® professional and created the Michael Cooper Group.

In our practice, we find that our clients have unique stories and we truly seek to understand what matters most to them. We use a sensitive consultative approach involving our network of caring professional advisors to help our clients simplify their complicated lives. We help our clients make informed financial decisions as they transition through their life cycles of wealth accumulation, wealth preservation and wealth transfer.

The combination of an active CPA license with New York and the CFP® and ChFC® designations, creates a solid foundation for the review of the many tax and financial issues that our clients are faced with on a daily basis.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - CA Insurance License #CA Insurance License #0E96508

Insurance Licenses

  • Life insurance: NY, NJ
  • Health/disability insurance: NY, NJ
  • Fixed annuities: NY, NJ
  • Variable annuities: NY, NJ

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Business Taxes, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes, Women's Finances

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