Chad Cooper at Cooper White and Associates, LLC

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Chad Cooper at Cooper White and Associates, LLC

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President, Financial Planner | Cooper White and Associates, LLC. | Independent Financial Planning for Complex Lives | For business owners and high-income professionals who choose relationships over transactions

11/02/2026

I'm attending Protectors, a brand new event in Las Vegas, November 9th – 11th.

Protectors is the first event bringing life, annuities and long-term care, all under one roof.

Join me to see the people, products, and technologies shaping the future of income and financial protection!

Learn More https://p-2.link/p/KmR4j19PJhf

09/08/2026

Football season is back! And, September is Life Insurance Awareness Month! In football, a great offense can put points on the board. But without a strong defense, it's hard to win consistently. Financial planning isn't much different. Investments help build wealth. Insurance and risk management help protect the people who matter most.

07/04/2026

07/01/2026

"Bobby Bonilla Day" is one of my favorite stories of the year. In 2000, the Mets bought out Bobby Bonilla's contract for roughly $5.9M. Instead of taking the lump sum, he deferred the payout at an 8% interest rate. In 2011, he began receiving annual payments of $1,193,248.20, and he'll continue receiving that amount every year through 2035. This is a great reminder that comprehensive planning should go beyond investments and include income planning, taxes, insurance, risk management, deferred compensation, and annuity strategies. While annuities are not right for everyone, the ability to turn assets into structured future income can be powerful when used appropriately.

06/01/2026

Great week in San Diego for the Gateway Financial Advisors, Inc. Annual Awards Conference. Always grateful for the opportunity to learn, celebrate great work, and reconnect with people who are committed to serving clients the right way.

This trip is always more special because I get to work and vacation with lifelong middle/high school friends Andrew Wittich and Erika Washington Wittich. And this year was made even better with the surprise visit from our high school friend David Grevenberg, who drove down from L.A. to hang out with us!

Professional growth, old & new friends, and family!

And San Diego never disappoints.

05/12/2026

https://www.facebook.com/share/p/1CVaFZPnUf/?mibextid=wwXIfr

It’s a long way from Green Acres to the pinnacle of the financial world, but our alumni make the journey look easy. We caught up with several St. Martin’s graduates who have reached incredible heights in the world of finance, and they’ll tell you that character is the real currency. From our classrooms to global markets, we prepare students to lead with heart, think critically, and dream bigger than the bottom line. St. Martin’s doesn’t just build resumes…we build leaders. 🌟
Check out our latest feature on how the St. Martin’s experience helps alumni thrive in the world of Finance, Banking, and Wealth Management at the Alumni Stories link: https://www.stmsaints.com/alumni/alumni-stories

05/07/2026

When an 18- or 19-year-old enters professional or college sports, they’re stepping into pressure, visibility, family expectations, tax complexity, lifestyle decisions, and a very short earning window. The issue isn’t just that young athletes suddenly earn significant money. It’s whether the people around them are truly prepared to help them protect it, manage it, and turn it into long-term stability.

https://www.linkedin.com/posts/maximajanijames_the-hidden-risk-of-sudden-wealth-why-60-activity-7412915622310932481-nN6d?utm_medium=ios_app&rcm=ACoAAAD9iRIBk4j0C2cYLzQSv-xFDyBEKaqh3F0&utm_source=social_share_video_v2&utm_campaign=copy_link

https://cooperwhitellc.com/athletes/

The Hidden Risk of Sudden Wealth, Why 60% of NBA Players Go Broke. Financial success isn’t about how much you make, it’s about how long it lasts. | 110 comments on LinkedIn

Address

Land O' Lakes, FL
34638

Website

https://gfainvestments.com/, https://cooperwhitellc.com/

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