Alexander Cooper, CFP®

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My name is Alex Cooper, and I am a CERTIFIED FINANCIAL PLANNER ™ professional and a partner with the PRISM Group of North Florida, Inc., a local financial services firm. Currently in the U.S., there are hundreds of thousands of financial professionals working in various capacities. How do I separate myself? Simply put, through over 16 years worth of practical experience in the investment, life insurance and retirement planning arenas, coupled with concierge - level service.

Who do I work with?

I have been able to build a successful practice that includes partnering with select business owners, real estate professionals and growing families throughout the country. These are people who know they need help planning, but don't have the time or expertise to do so. While having clients from diverse personal and professional backgrounds, I still tend to combat these universal thoughts:

• Will I have enough income to retire at the age and specifically the lifestyle I deserve?
• If I were to pass away today, my family will be devastated emotionally. I don't want them to be financially distressed as well. How do I protect them?
• As a business owner, how can I potentially shield my assets from creditors or unintended legal proceedings while retaining and attracting top talent to my company?
• What am I really paying internally for my investment accounts each and every year?

If these thoughts resonate with you and you'd like to have a relaxed, yet decision-oriented conversation on your financial planning landscape, let's talk.

A bit about myself personally, I am a fourth generation Jacksonville, FL native and live with my wife, daughter and son in Jacksonville Beach.

Cheers!

_{CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.}

_{Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.}

PRISM Group of North Florida, Inc. is not owned or operated by Equitable Advisors or Equitable Network.