About Tom Cooper, CFP® , CPPT

WEALTH MANAGER & CERTIFIED FINANCIAL PLANNER

Email: tcooper@namcoa.com     Direct: 239.284.9280  or  352-857-7273

Tom Cooper LinkedIn Profile

Examinations and Professional Designations

  • FINRA: Series 7 (General Securities)
  • Series 66  (Securities Agent/Investment Adviser Representative
  • Series 24 (General Securities Principal)
  • NASAA: Series 65 (Investment Adviser Law)
  • Series 63 (Blue Sky Law)
  • Florida Life Variable Annuity and Health License
  • CMS Medicare Certification with AARP / United Health Care for 2015 and 2016

Post-Secondary Education

  • Certified Pension Plan Trustee, (CPPT) FPPT (Florida Public Pension Trustees Assn.)
  • College for Financial Planning, CFP Certificated 1983
  • Life Underwriter Training Courses Level I and  II.  Completed 1995
  • LUTC Instructor: Financial Principles & Planning.  1995 – 2000

Business

  • Naples Asset Management Company, LLC:  Naples, Florida, Certified Financial Planner. 2013-present
  • Global Wealth Consultants, LLC:  Certified Financial Planner and Business Development Officer 2011-2013
  • Commonwealth Financial Network:  Certified Financial Planner and Investment Advisor. Managed client investment accounts in 16 states.  1996 – 2010
  • INVESTACORP, INC:  Certified Financial Planner and managed diverse investment securities and supervised ten branch offices of the firm.  1983 – 1995
  • EF Hutton Life Insurance Company:  Managing General Agent. Marketed strategic life insurance and annuity products.  Supervised over 100 producing agents in a three state area and facilitated key insurance policies for estate and business planning. 1983 – 1993
  • Financial Alternatives, Inc.:  Certified Financial Planner and Investment Advisor. Provided retirement, estate, business, cash flow and other types of consulting services   1981 – 2009

Associations

  • Trustee, Greater Naples Firefighters Pension Plan, Naples, FL 2015 to present.
  • FINRA Financial Services Institute (FSI) 1995-2010
  • Florida Life and Health Insurance 1980 to present
  • Past NALU Chapter President 1994
  • Presidents Council of Commonwealth Financial Network 1987-2008
  • Gulf Coast Sailing Club 2009 – present
  • US Sailing Certified Instructor 2009 – present

NAMCOA Firm Experience

It’s worth noting the investment advisory and portfolio backgrounds of NAMCO’s investment advisers, spans over 300 years of cumulative industry experience.