About Tom Cooper, CFP®
About Tom Cooper, CFP®
WEALTH MANAGER & CERTIFIED FINANCIAL PLANNER
Email: tcooper@namcoa.com
Direct: 352-857-7273
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
- 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
.
- 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 – 2016
- US Sailing Certified Instructor 2009 – 2016
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.