Bert A. Cooper, BCE
“Having been in business for many years, and seeing the problems associated with a fractured approach to financial planning, I decided to develop a better approach to estate planning and wealth transfer. In 2004 I started a practice with the goal of bringing all the necessary professionals, tax, legal, insurance and financial specialties together under the same roof. My mission is to develop relationships with my clients. Relationships which are not just transaction based, but focused on managed financial planning. Client satisfaction is at the core of all we do.”
Bert, a native Arizonan, has two children and three grandchildren. In his leisure time he enjoys spending weekends at his second home in Rocky Point (Puerto Penasco, MX).