Chris Cooper & Company
About
Chris Cooper is a passionate advocate for people trying to meet the often crushing costs of medical care. He found his passion early on, while working in nursing homes and hospitals. After completing paramedic training and obtaining a nursing degree, he pursued his interest in how people could finance health care, primarily acute care. He realized that chronic long-term care leads to financial devastation for many people, especially retirees.
Chris is a professional fiduciary licensed with the state of California. As a professional fiduciary, Chris works with seniors, disabled individuals and others who can’t manage their affairs on their own. He assists them with everything from day-to-day financial issues to investment and estate management. Chris is also the founder of Eldercare Advocates, which provides geriatric care management and long-term-care consulting.
Chris holds a Masters of Science in financial services with specialization in estate planning and a graduate certificate in Gerontology. He is a CERTIFIED FINANCIAL PLANNERTM certificant and is enrolled to practice in audit and administrative proceedings before the Internal Revenue Service and state and local taxing authorities.
Chris is a member of the National Association of Personal Financial Advisors, and an associate member of the California Society of CPA’s, the Los Angeles County Bar Association, and the San Diego County Bar Association.
Chris has been a regular guest on CNBC, and is regularly quoted in newspapers and magazines nationwide.
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Frequently asked questions
What is your typical process for working with a new customer?
A free consultation where I make a thorough assessment of your needs in six domains: medical, pyschological, social, environmental, legal and financial.
What education and/or training do you have that relates to your work?
I hold a Masters degree in financial planning and a graduate certificate in Gerontology. I am a California Licensed Professional Fiduciary (#615) and am enrolled to practice in audit and adminstrative functions before the IRS and local tax authorities.
Do you have a standard pricing system for your services? If so, please share the details here.
I charge a fixed fee based on complexity and time to complete a comprehensive financial plan.
How did you get started in this business?
I started my career in nursing in hospital and nursing homes. After I finished college I found that most people go broke in long term care.
What types of customers have you worked with?
The elderly and their families
The developementally disabled and their families
Special needs beneficiaries and their families.
What advice would you give a customer looking to hire a pro in your area of expertise?
professional references as it is against the law to ask for existing customers to give you a referral - it violates mental health laws.
What questions should customers think through before talking to pros about their needs?
Just be opened minded. Too many people come looking for a specific solution to what they think is the problem. The problem is what you are overlooking.