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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Cooper Financial Investments, LLC

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United States
Mesa, AZ
Cooper Financial Investments, LLC

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Holistic Financial Planning

"I will help keep you on the path towards financial security and independence because you deserve a secure retirement"

I’ll never forget the day I learned about money. I was a Police Officer, and a friend introduced me to what I now call: "Commonsense Money Principles." You’d think I’d have been excited learning about how to manage money, but I wasn’t – I WAS ANGRY. I had all these questions flying around in my mind like:

“Why didn’t I learn this in school?”

“Shouldn’t our education system care about teaching financial principles?”

I came from a modest background, where people worked hard, and you married your high school sweetheart. I couldn’t stop thinking, “SOMEONE NEEDS TO TEACH THE AVERAGE AMERICAN HOW SIMPLE FINANCIAL PLANNING CAN BE.”

Turns out, God was calling ME to be that “someone.”

So, I shifted careers and vowed to EDUCATE people on how simple financial planning can CHANGE their life. For the first part of my career, the company I worked for was more focused on managing MONEY than on EDUCATION, so I kept feeling like I was not living up to part of my vow. That changed in 2006, when my brother Bruce died suddenly of a heart attack at age… 49. He was newly married and had diligently saved all his life so he could retire at 60 to “enjoy his life.”

In my grief I thought, “Bruce sacrificed to reach his retirement goals; he planned and planned and planned— but he never actually LIVED his life.”

I wondered, “WHAT WAS THE USE OF ALL THAT PLANNING IF HE NEVER ENJOYED THE FRUITS OF HIS LABOR?”

This realization weighed heavy on me. I immediately thought, “I want to teach people how to plan for the future WHILE ALSO living for today.”

But to do that, I need to become a different kind of advisor. SO, I STARTED A FULL-SERVICE FINANCIAL PLANNING FIRM, CENTERED ON EDUCATION. Soon after, I saw that no matter how much money people have, they are torn the way my brother was, between PLANNING and LIVING. But with the right guide and a bit of education it doesn’t have to be that way. That’s why for the past 16 years…

I’ve created financial plans that not only provide my clients with guaranteed income for life…

But also, ample education…

SO, MY CLIENTS WILL NEVER AGAIN BE SO TERRIFIED OF SPENDING MONEY THAT THEY NEVER ACTUALLY LIVE THEIR LIFE. NOTHING fulfills me more than seeing the relief and excitement on my clients’ face when they realize,

“Wow, we really CAN have both.”

This is why I do what I do. And if we decide to work together, I’d LOVE to show you how YOU can have both too. Advisory services are offered by Cooper Financial Investments, LLC, a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through Cooper Financial Group, LLC, an affiliated company. Cooper Financial Investments, LLC and Cooper Financial Group, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

11/01/2026

Stock Market Headwinds? 📈 It Depends!

Market Headwinds with Lisa Schrieber | Financial Armor Ep 117

Full Episode: https://youtu.be/c8sYUg2EMIM

11/01/2026

You’ll lose about a third of your monthly benefit amount if you claim Social Security at age 62, but there are still times when it makes sense to do so.

10/31/2026

Higher Interest Rates Are GOOD News for Savers

Market Headwinds with Lisa Schrieber | Financial Armor Ep 117

Full Episode: https://youtu.be/c8sYUg2EMIM

10/31/2026

Happy Halloween! Wishing you a fun day filled with festive costumes, sweet treats and plenty of spooky fun.

10/30/2026

Don't Let Election Day Derail Your Investments

Market Headwinds with Lisa Schrieber | Financial Armor Ep 117

Full Episode: https://youtu.be/c8sYUg2EMIM

10/29/2026

Markets Climb a Wall of Worry—Stay Invested, Don’t Panic

Market Headwinds with Lisa Schrieber | Financial Armor Ep 117

Full Episode: https://youtu.be/c8sYUg2EMIM

10/28/2026

We take pride in understanding our clients’ individual needs and goals, and forming lasting relationships with our clients so that we can continue to provide a high level of service as their needs change. Our goal is to reduce risk and provide stability to protect our clients from the “unknowns” in life. This allows us to implement sustainable investment and retirement income plans to help protect our clients from the unexpected. Contact us by calling 888-390-5277 or by visiting https://cooperfinancial.com/.

10/27/2026

Retirement isn't just about how much you save.

10/26/2026

A deferred compensation plan can help you pay for retirement and other major expenses.

10/23/2026

December 31st can arrive faster than you think. If there are financial or tax planning decisions you’ve been meaning to address, now is a good time to start the conversation with your financial and tax professionals. A year-end check-in can help you identify anything that may need attention before important deadlines arrive. Call our office at 888-390-5277.

Address

3850 E Baseline Road, Suite 119
Mesa, AZ
85206

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+18883905277

Website

http://www.cooperfinancial.com/

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