CHARLES COOPER
Chuck has been involved in the financial services business since 1983. He worked his way through college as a brakeman for the Grand Trunk Railroad. He received his degree in Criminal Justice and Psychology from Michigan State University (Go Green). He then started his law enforcement career. In 1983 he left the Greeley Police department and entered the financial planning field with The Master’s Financial Group. He has been President of the firm since 1989.
Chuck holds the designation of Certified Financial Planner (CFP®) and a Registered Investment Advisor (RIA®), a testament to his in-depth background and knowledge in the insurance and financial services* field.
As owner and president of The Master’s Financial Group Inc., Chuck meets the needs of high net worth individuals, successful professionals, business owners and retirees. His areas of expertise include Estate and Retirement Planning, Tax Advantaged Investments* and Insurance. Chuck strives to understand, through comprehensive communication, each client’s financial goals and needs and gives each client the personal attention necessary for a successful and positive experience. His role in the financial community is to provide informed financial planning* services to his clients on a continuing, long-term basis. Trust, integrity and excellent service are the cornerstones of Chuck’s practice and his professional commitment to every client.
Expertise and professionalism have earned Chuck the respect and admiration of his clients and associates, as evidenced by his receipt of various industry awards and honors. The firm is a leader in both the Securities and Life insurance fields. Chuck is a qualifying member of Million-Dollar Round Table. Membership in MDRT is recognized internationally as the standard of excellence in life insurance sales service. He shares his knowledge through seminars focused on estate and investment* planning and contributes articles to the local newspaper.
Active in the community, Chuck is involved with his church, and is a volunteer with several charitable organizations. Chuck and his wife, Pam and their two sons, Spenser and Mitchell, reside in Greeley, Colorado. In his leisure, he enjoys time with his family travel, cars, motorcycles and sports.
Chuck is a registered representative* with Securities America a FINRA registered broker/dealer.
Charles Cooper is a Registered Investment Advisor Representative with Securities America Inc.
Insurance and Security licensed in the following states: AK, AR, AK, CA, CO, CT, FL, GA, HI, ID, IN, KY, KS, LA, MI, MN, MO, NE, NJ, NM, NV, OH, OR, SD, TN, TX, VA, WA, WI, WY.
Email: chuck@mastersfinancialgroup.com
Phone: (970) 351-7466
Fax: (970) 351-7428
Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation.