Joe Cooper is a wealth manager and registered representative of Cambridge Investment Research. Since joining Summit Financial Solutions, Joe has built and committed his practice around assisting employees of the public education system, local business owners, and working individuals and their families in planning for retirement for the specific issues they face. He understands that everyone has a different story and need to achieve their financial goals. Whether it is retirement planning, insurance, investing for a legacy, cash and debt management or maximizing your employee benefits, Joe knows that the answer is different for everyone.
Joe earned his Bachelor’s of Science in Finance from W. P. Carey School of Business at Arizona State University. Joe currently holds the Series 7 and 66 registrations. He also holds life, health, and variable contracts licenses in the state of Arizona.
When Joe is not assisting clients, he can be found camping, exercising, and spending time with family and friends. He also loves to keep up with financial markets news, financial planning podcasts and reading books regarding asset management and value investing.