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David Cooper, Private Wealth Advisor serving the San Jose, CA area - Ameriprise Advisors

David Cooper

CFP®

Private Wealth Advisor

Business Financial Advisor
Pollard, Cooper, Kabitsis & Associates
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 21 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Small Business
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Estate Planning Strategies
  • Investments
  • Social Security Retirement Benefits

Interests

  • Spending time with my wife, Tricia, and being an active, involved father to my two sons (ages 15 and 17)
  • "sports chauffeur" for the boys
  • Japanese Language and Culture
  • Duke Blue Devil Basketball
  • Travel

Awards & recognition

  • Ameriprise Circle of Success, 2012, 2014-2019
  • Financial Times 401 Top Retirement Advisers, 2016-2017

Qualifications

  • Series 7
  • Series 63
  • Series 65

Education

  • Bachelor of Arts degree- Political Science, Duke University, Durham, NC - Magna Cum Laude

Community participation

  • Branham Sports Boosters volunteer
  • American Red Cross volunteer