Financial Planner@ Heritage Financial Consultants LLC
Virginia Beach, Virginia, United States
David Cooper
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Ball State University
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FlashIntel GPTDavid Cooper is a highly experienced Financial Planner with over 40 years of work experience. He specializes in estate planning, investment advisory, and retirement planning, with a focus on business success and college funding. Based in Virginia Beach, David is a Financial Planner at Lincoln Financial Network, where he provides comprehensive financial resources and technology to help clients plan, manage, preserve, and protect their wealth. With a strong background in finance and a focus on achieving financial goals, David is a valuable asset to the firm.
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About
David is a Financial Planner in the Hampton Roads area. Our practice focuses on five main areas: Estate Planning, Investment Planning, Retirement Planning, Business Succession Planning, and College Funding. Our practice has over 45 years of investment experience in the business. This experience has shown the impact that good advice can have on our clients' quality of life and sense of security. Our association with Sagemark Consulting, a division of Lincoln Financial Advisors, provides us with broad financial resources, technology and tools to provide our clients with creative design ideas. Through these designs, we are able to help our clients plan, manage, preserve and protect their wealth. Helping clients achieve their financial goals IS our business.
...See MoreWork Experience
Financial Planner
Financial Services
David Cooper's Professional Milestones
- Regional Chief Executive Officer (1986-01-01~2000-01-01): Achieved record-breaking revenue growth and market expansion through strategic leadership and effective team management.
- Regional Vice President (1983-01-01~1986-01-01): Driving regional expansion and fostering strategic partnerships to elevate company performance and enhance market share.
Education
Marketing,
Business,
Bachelors,
Bachelor Of Science,
Business And Marketing
1972-1975Skill
Estate Planning
Investment Advisory
Investment Strategies
Alternative Investments
Retirement Planning
Business Succession Planning
Business Strategy
Leadership
Leadership Development
College Savings Plans
College Funding Strategies
Tax Advisory
Management
Certification
Colleagues
Brian Gracie, CLU ChFC REBC
Founder Financial Planner
Chris Ruby, MBA, CFP®
coo at heritage financial consultants
Lawrence Eric Wyss, MBA, CFP®, AEP®, CTFA
director of financial planning & risk management at heritage financial consultants llc
Nasser Ali, CFA, CAIA, CFP®
director of investment management at heritage financial consultants llc
Rick Mooney
client relationship manager at heritage financial consultants llc - take charge of your wealth and well-being
Other Named David Cooper
Frequently asked questions
We found 3 David Cooper's email addresses
We found 2 David Cooper's phone numbers
David Cooper's social media include: Linkedin,
David Cooper works for Heritage Financial Consultants LLC
David Cooper's role in Heritage Financial Consultants LLC is Financial Planner
David Cooper works in the industry of Financial Services
David Cooper's colleagues are Brian Gracie, CLU ChFC REBC,Chris Ruby, MBA, CFP®,Lawrence Eric Wyss, MBA, CFP®, AEP®, CTFA
David Cooper's latest job experience is Financial Planner at Heritage Financial Consultants LLC
David Cooper's latest education in Ball State University
