Financial Planning Advisor

Martin Christopher “Chris” Cooper, CFP®, EA

San Diego County, CA 619-***-**** **********@*****.*** LinkedIn Profile

Tax & Financial Planning Consultant

Experienced Financial Advisor with extensive expertise in retirement planning and long-term residential care. Proven track record of delivering thorough, convincing, and personalized services to clients while prioritizing comfort and satisfaction. Dedicated and hardworking professional with excellent listening skills and strong understanding of financial planning, tax preparation, financial counseling, and guidance.

Financial Planning & Analysis (FP&A) Tax Preparation Financial Counseling & Guidance

Retirement Planning Estate Planning Risk Management Investments

Professional Experience

ERNST & YOUNG (EY), San Diego, CA January 2022 – Present

Senior Analyst

Educated financial advisors proactive to prevent client from taking detrimental action, going beyond scope of engagement.

Mitigated adverse taxation and avoided potential lawsuit against brokerage firm by assisting financial advisor from large brokerage firm that mistakenly surrendered annuity that was IRA.

Answered ~125 to 225 calls per week from financial professionals, delivering experienced expertise to clients.

Improved search results after utilizing and mastering AI and prompt engineering with LLM’s-co-pilot and ChatGPT.

Additional Current Professional Experience

CHRIS COOPER & COMPANY, San Diego, CA

Certified Financial Planner, self employed

Deliver comprehensive planning and advising on matters related to finances, such as investments, taxation, risk management, retirement, small business owner issues, and issues related to disabilities. Work with attorney’s in establishing estate plans and creating financial trust that delegates beneficiary of wealth after death. Evaluate plans for retirement, making projections of spending power and investments. Perform tax planning for individuals and small businesses, prepare tax returns, and represent before IRS as well as state and local authorities. Evaluate insurance coverages. Assist in setting financial goals, cash flow, and budgeting. Provide individuals with medical, psychological, social, environmental, legal, and financial assessments to determine best care for future. Assist young adults making plans for parents after retirement and evaluate current living arrangements of family, make recommendations for home care, assisted living, and nursing home care.

Founded and serve as leader for care management agency working with disabled adults.

Received 20 under 40 AWARD from junior Chamber of Commerce for volunteer work.

Martin Christopher “Chris” Cooper, CFP®, EA Page Two

ELDERCARE ADVOCATES, San Diego, CA

President & Gerontologist

Provide professional care planning and care supervision for seniors no matter health status or living environment. Serve in various roles under court appointment, including Conservator of Adult, Guardian of Minor Children, Administrator of Estates, and replace existing Trustees of Trusts.

Created assessment tool for social workers and nurses to include financial information regarding qualification for Medicaid and public assistance programs.

Education & Training

Master of Science (MS), Financial Services, The American College, City, St

Graduate Certificate, Gerontology, Bowling Green State University, Bowling Green, OH

Accredited Financial Counselor, Association for Financial Counseling and Planning Education (AFCPE)

oCredential ID 41149515

California Licensed Professional Fiduciary #615, California Fiduciary Bureau

Certified Financial Planner ®

Enrolled Agent – Enrolled to Practice before the IRS by the US Treasury

Professional Development

Instructor for Women of Domestic Violence, YWCA

Freelance Journalist, CNBC

Former President, Luther Home of Mercy

Former Board Member, Alzheimer’s Association

Former Chapter President, Financial Planning Association (FPA)

Former Chapter Officer, Northeast Ohio Gerontological Association

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