Tom Cooper, CFP®, CPPT, is an executive financial adviser, with over thirty years of successful experience in his client centered financial services practice. Tom provides comprehensive financial planning and consulting services for Individuals, Business Owners and Retirement Plans, using a team strategy.
He continues to be an active volunteer, serving as a Trustee on various Florida public pension plan boards, where he helps direct portfolio investments for police, fire and other public employees. He has earned both the Certified Public Pension Trustee (“CPPT”), and Certified Financial Planner (“CFP®”) designations which helps demonstrate his knowledge and competencies relative to individual, business and public retirement plan assets
Tom is a frequent blogger, on this and other financial information driven websites, helping investors stay current with important and relative investment, financial and other planning topics. He is also active locally, serving as a guest speaker for Chambers of Commerce and Retirement Communities, where he addresses various financial related topics, including the subject of Longevity and Succession Planning, for business owners.
Both Tom and his wife Patricia have been married for over 40 years and live in Ocala, Florida, where his financial services consulting practice is based.
He is affiliated with Naples Asset Management Company, LLC (“NAMCOA”), a federally registered investment adviser. Website: www.NAMCOA.com.
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