Sean Cooper
CRD Number: 5176131Current Firm: Fit Financial Consulting LLC
Compensation Model: Fee Only
Sean Cooper, CFA®, CFP® (CRD# 5176131) is an Investment Advisor Representative working at Fit Financial Consulting LLC in Morton, WA and has over 11 years of experience in the finance industry.
Fit Financial Consulting, LLC is a Registered Investment Advisor working with individuals and families on financial planning, retirement planning, portfolio, security, and annuity analysis, budgeting, and money management.
Sean Cooper is the President and CCO of Fit Financial Consulting LLC. He attained his MBA with a focus in finance from the University of Colorado and his BSBA with a major in finance from the University of Denver.
“After graduating a year and a half early from the University of Denver with my undergraduate degree I went to work in the finance field at the age of 20. Shortly thereafter I decided one of my goals was to have the ability to retire at the age of 45. Once I set to work on my budget and savings plan I also decided to build in house and car purchases, expenses for a graduate degree, and several small and one large vacation per year. By age 27, I had not only met all of my present goals, taking multiple vacations, purchasing my first house, and car, I was also ahead of schedule for my desired retirement at age 45. My greatest pleasure as a financial consultant and advisor is helping others set and achieve their goals the way I have set about achieving mine.
I believe that bringing money and finance to the forefront of people’s minds, and discussing it openly, can lead to a happier, healthier life, much the same way staying physically fit can.”
I can't wait to hear from you.
CRD# 5780436
Edward Jones
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fit Financial Consulting LLC | Aurora, CO | Aug 2014 - Current | 9 |
| Jackson National Life Distributors LLC | Denverc, CO | Feb 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2011 |
- CO
- WA
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Total Assets Under Management4MILLIONS
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Total Number of Accounts77ACCOUNTS
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Average Account Value$55,496
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO, WA
WEBSITE CONTENT
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Fit Financial Consulting LLC unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.
REGISTRATION INFORMATION
Advisory services are offered through Fit Financial Consulting LLC; an investment advisor firm domiciled in the State of Washington. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.
Fit Financial Consulting LLC is a Colorado domiciled registered investment advisor.
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