Joe Cooper, CFP®

Joe Cooper is a Wealth Advisor, Registered Representative of Cambridge Investment Research and a CFP®. 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.

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.

Joe was born and raised in Phoenix, Arizona. In his free time, Joe enjoys reading, weight training, volunteering at his church, and camping.