Tom Cooper, CFP®, is a personal financial adviser, with over thirty years of successful experience helping clients in providing comprehensive financial planning and consulting services for Retirees, Individuals, Business Owners and professionals.
"Working with a team of accountants, attorneys, risk managers and world class investment managers collectively, to provide you with an experience that is purposeful and understandable".
As an active volunteer, Tom frequently serves as a Trustee with various Florida public pension plan boards, he helps direct portfolio investment advice for police, fire workers and other public employees. He has earned his Certified Financial Planner (“CFP®”) designation which helps demonstrate his knowledge and competencies relative to individuals, professionals and public retirement plan assets.
Tom is a frequent blogger of which you can see on social media and at www.FLRETIRE.com
Tom and his colleagues often serve as guest speakers for Chambers of Commerce, Libraries Retirement Communities, where we address various financially related subjects, including Longevity/ family succession planning, healthcare, risk management, insurance's and active portfolio management.
The team at Naples Asset Management Company, LLC (“NAMCOA”), a federally registered investment adviser, is ready to serve you. www.NAMCOA.com
I look forward to working with you as your personal Financial professional in pursuing your goals and dreams.
We are not affiliated with WEC, but proud community members of the WEC and its mission and purpose.
Our History
Years of experience have prepared us to guide you through life's transitions.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our Process
We create strategies that are tailored to your needs and goals.
Discover Hidden Opportunities.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy. Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Where do you want your financial roadmap to take you?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.
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