Cooper Eagle
We are a fee-only independent investment advisory firm, which means that we do not provide any proprietary products. We recommend investment products to our clients based on the needs of the client and not based on potential commissions to be generated. In our capacity as a fiduciary, we always have your best interest at heart. Here’s how we can help: Individuals – Financial Planning Services: 1. Personal Financial and Estate Plans 2. Investment allocation and management 3. Retirement Savings and Drawdown / withdrawals Companies – Retirement Plan Consulting: 1. 3(21) and 3(38) Investment services 2. Fee Reasonableness and Fiduciary Training 3. Recordkeeping and administrative support
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Verified contacts
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7
1 to 10 range
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Distinct roles
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indexed titles
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- DC
Dan Cooper
Associate · Finance & Accounting
EmailPhone - RE
Rick Elam
Retirement Plans Executive Consultant · Other
EmailPhone - SK
Sarah Karaman
Investment & Financial Planning Intern · Finance & Accounting
EmailPhone
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Top roles at Cooper Eagle
4 distinct titles indexed · top 4 shown.
- 1associate
- 1client service and operations lead
- 1investment & financial planning intern
- 1retirement plans executive consultant
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