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Our financial advice team


Lee Cooper Ameriprise Financial Advisor

Lee Cooper

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Affirm Wealth Advisors
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Retirement Plan Distribution
  • Saving for Education
  • Insurance
  • Wealth Preservation Strategies

Interests

I enjoy doing volunteer work to give back to my community. I, also, enjoy traveling with my lovely wife, Terri. In the past year we have traveled to Spain, Bosnia, Hawaii, and Canada. In March 2020 we are planning a trip to Morocco.

Community participation

I spend two to three weeks, annually, co-leading volunteer groups for Wilderness Volunteers. For more information on Wilderness Volunteers, go to www.wildernessvolunteers.org. Over the past 22 years Wilderness Volunteers has completed over 900 week-long service projects in partnership with the National Park Service, the U.S. Forest Service, the Bureau of Land Management, and the U.S. Fish and Wildlife. Through these projects over 300,000 volunteer hours have been contributed to preserving some of our nation's most pristine lands

Qualifications

  • Certified Financial Planner
  • Chartered Financial Consultant

Education

  • Masters of Arts (1984)
  • University of Arizona
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