Cooper Financial Investments, LLC

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Cooper Financial Investments, LLC Holistic Financial Planning

"I will help keep you on the path towards financial security and independence because you deserve a secure retirement"

I’ll never forget the day I learned about money. I was a Police Officer, and a friend introduced me to what I now call: "Commonsense Money Principles." You’d think I’d have been excited learning about how to manage money, but I wasn’t – I WAS ANGRY. I had all these questions flying around in my mind like:

“Why didn’t I learn this in school?”

“Shouldn’t our education system care about teaching financial principles?”

I came from a modest background, where people worked hard, and you married your high school sweetheart. I couldn’t stop thinking, “SOMEONE NEEDS TO TEACH THE AVERAGE AMERICAN HOW SIMPLE FINANCIAL PLANNING CAN BE.”

Turns out, God was calling ME to be that “someone.”

So, I shifted careers and vowed to EDUCATE people on how simple financial planning can CHANGE their life. For the first part of my career, the company I worked for was more focused on managing MONEY than on EDUCATION, so I kept feeling like I was not living up to part of my vow. That changed in 2006, when my brother Bruce died suddenly of a heart attack at age… 49. He was newly married and had diligently saved all his life so he could retire at 60 to “enjoy his life.”

In my grief I thought, “Bruce sacrificed to reach his retirement goals; he planned and planned and planned— but he never actually LIVED his life.”

I wondered, “WHAT WAS THE USE OF ALL THAT PLANNING IF HE NEVER ENJOYED THE FRUITS OF HIS LABOR?”

This realization weighed heavy on me. I immediately thought, “I want to teach people how to plan for the future WHILE ALSO living for today.”

But to do that, I need to become a different kind of advisor. SO, I STARTED A FULL-SERVICE FINANCIAL PLANNING FIRM, CENTERED ON EDUCATION. Soon after, I saw that no matter how much money people have, they are torn the way my brother was, between PLANNING and LIVING. But with the right guide and a bit of education it doesn’t have to be that way. That’s why for the past 16 years…

I’ve created financial plans that not only provide my clients with guaranteed income for life…

But also, ample education…

SO, MY CLIENTS WILL NEVER AGAIN BE SO TERRIFIED OF SPENDING MONEY THAT THEY NEVER ACTUALLY LIVE THEIR LIFE. NOTHING fulfills me more than seeing the relief and excitement on my clients’ face when they realize,

“Wow, we really CAN have both.”

This is why I do what I do. And if we decide to work together, I’d LOVE to show you how YOU can have both too. Advisory services are offered by Cooper Financial Investments, LLC, a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through Cooper Financial Group, LLC, an affiliated company. Cooper Financial Investments, LLC and Cooper Financial Group, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

10/15/2026

What is The Widow's Curse?

Financial Nightmares to Avoid - Halloween Special | Financial Armor Ep 116

Full Episode: https://youtu.be/oOR6HiwZLQw

Cooper Financial Meets “Miracle on Ice” Legends at Gradient's Elite Advisors ForumWhile attending Gradient's Elite Advis...
10/15/2026

Cooper Financial Meets “Miracle on Ice” Legends at Gradient's Elite Advisors Forum

While attending Gradient's Elite Advisors Forum, Brad and Jose had the incredible opportunity to meet two members of the legendary 1980 U.S. Olympic hockey team, Mike Eruzione and Rob McClanahan.

Both athletes were part of the historic “Miracle on Ice,” one of the most unforgettable moments in American sports history. During the 1980 Winter Olympics in Lake Placid, New York, the underdog U.S. hockey team defeated the heavily favored Soviet Union 4–3 before going on to win the Olympic gold medal against Finland.
Eruzione, who served as team captain, scored the game-winning goal against the Soviet Union, while McClanahan played a key role in the team's remarkable journey to Olympic gold.

More than four decades later, their story continues to inspire through its message of perseverance, preparation, teamwork, and determination.

These are values we hold close at Cooper Financial. Whether on the ice or in financial planning, meaningful accomplishments require dedication, thoughtful preparation, and a commitment to the people counting on you.

We're grateful for opportunities like the Elite Advisors Forum that allow our team to connect with inspiring individuals, exchange ideas, and bring valuable perspectives back to the clients and families we serve.

A memorable experience, a legendary story, and a reminder that extraordinary achievements begin with preparation and teamwork.

A 401(k) can be an important asset for many Americans’ retirements. Its tax advantages and portability may enable worker...
10/14/2026

A 401(k) can be an important asset for many Americans’ retirements. Its tax advantages and portability may enable workers to build sizeable and important nest eggs. Get our Guide to Avoiding 401(k) Rollover Mistakes brochure by calling us at 888-390-5277 or visiting: https://inservice401k.com/

10/13/2026

Meet the Retirement Red Zone.

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden...
10/12/2026

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

If you’re required to take minimum distributions from your retirement accounts, it’s worth confirming that your withdraw...
10/09/2026

If you’re required to take minimum distributions from your retirement accounts, it’s worth confirming that your withdrawals are on track for the year.

Taking a few minutes to review your plan now can help you stay ahead of year-end deadlines. Call our office at 888-390-5277.

Whether you are a pre-retiree, retiree, or conservative investor, we want you to have a better financial future. To lear...
10/07/2026

Whether you are a pre-retiree, retiree, or conservative investor, we want you to have a better financial future. To learn more, call us today at 888-390-5277.

10/06/2026

Even if they saved the same amount.

Consider your eligibility and the impact of removing retirement dollars before dipping into your 401(k) plan.
10/05/2026

Consider your eligibility and the impact of removing retirement dollars before dipping into your 401(k) plan.

Consider your eligibility and the impact of removing retirement dollars before dipping into your 401(k) plan.

December can get busy fast. Your financial planning doesn’t have to get squeezed in at the last minute.Starting your yea...
10/01/2026

December can get busy fast. Your financial planning doesn’t have to get squeezed in at the last minute.

Starting your year-end review early gives you time to ask questions, explore your options, and determine which strategies may make sense for your goals. To get started, contact our office today at 888-390-5277.

Address

3850 E Baseline Road, Suite 119
Mesa, AZ
85206

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18883905277

Website

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