Michael Cooper CPA, PFS, CFP

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Michael Cooper CPA, PFS, CFP Private Wealth Advisor - CPA, Siena Wealth Advisory Group-a private wealth advisory practice of Ameriprise Financial, L.L.C.

My qualifications include a CPA license, Personal Financial Specialist™ , and CERTIFIED FINANCIAL PLANNER™ practitioner designations. I believe this extensive background, combined with 26 years financial services industry experience can help create the foundation to review the complex tax and financial situations that my clients are faced with. The people we work with come from many different industries and cultures. The majority are divorced or widowed women, retired individuals, and small business owners. In our practice, we find that our clients have unique stories and we truly seek to understand what matters most to them. We have an experienced team serving a limited number of families so that we can provide a great client experience and the attention you deserve. We explain our fee structure and the services we offer so that you can have confidence that you’re receiving the value you deserve. Part of our story that we tell clients is that retirement planning should start with tax planning strategies, so we look to make tax planning the foundation. We build customized retirement plans that can reduce tax bills in retirement and help our clients keep more money in their pockets. CA Insurance
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10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

The best financial conversations start with understanding where you stand today. OmniView® can help create a more comple...
10/13/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

+15.4%​Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​​While past pe...
10/07/2026

+15.4%​

Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​

​While past performance doesn't guarantee future results, this serves as an important reminder that market uncertainty and long-term investment opportunities often coexist.​

Let's talk about how your portfolio is positioned for both.

Wondering what this election year might mean for your investments? Historically, midterm election years have often broug...
10/06/2026

Wondering what this election year might mean for your investments? Historically, midterm election years have often brought increased market uncertainty as investors assess potential policy and economic impacts.​

While short-term swings can be uncomfortable, maintaining a long-term perspective remains important. ​

If you have questions about how current events fit into your financial strategy, let's connect.

09/22/2026

Doing the right thing for clients is always the right choice.

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way ma...
09/18/2026

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way matters just as much. Solutions that combine growth potential with a level of protection can help you stay focused through changing market conditions. Message me if you’d like to discuss strategies that can help you stay invested with confidence.

A simple plan today can make a lasting difference tomorrow. Life insurance can help provide financial security for the p...
09/17/2026

A simple plan today can make a lasting difference tomorrow. Life insurance can help provide financial security for the people who matter most and help keep their future on track if the unexpected happens. Planning ahead is one way to protect what you’ve worked hard to build. Message me to start the conversation.

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and ...
09/16/2026

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

Your ability to earn an income is one of your most valuable assets. Employer-sponsored disability coverage may not repla...
09/16/2026

Your ability to earn an income is one of your most valuable assets. Employer-sponsored disability coverage may not replace your full earnings if you're unable to work. The good news is that options exist to help protect what you've worked hard to build. Send me a message if you'd like to learn how planning ahead can help.

Address

530 5th Avenue 10th Floor
New York, NY
10036

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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