Stanley I. Cooper CFP, RICP
1st V.P. Investments, Investment Advisor Representative
856-988-8219
My Qualifications
Stan has been a financial advisor since 1983 working with individuals and businesses. He also holds his CFP designation since 1991 and has the RICP designation as well. He has a Bachelors of Science degree from Drexel University in accounting and finance. In addition, he is a devoted community member where he serves as a board member for the JCF. Stan is dedicated to developing lasting relationships with all of his clients. His goal is to help clients assess their financial goals and participate in the management of their finances. One of the benefits of working with Stan is his ability to provide clear, easily understood explanations of financial investments and services. The personalized program he provides is designed to help you work toward an independent financial future.
My Background
Stan currently lives in Cherry Hill, NJ with his wife Jodi. He enjoys spending time with his two sons Laurence and Robert. When Stan is not working, he is pursuing his running passion and activities within his community.
Laurence B. Cooper CFF, CSSCS
V.P. Investments, Investment Advisor Representative
856-988-8219
My Qualifications
Laurence has been a financial advisor since 2013. He received a Bachelors degree in Economics and a minor in finance from the University of Rhode Island. He holds his General Securities Representative registration (Series 7), his Uniform Combined State Law Registration (Series 66) and insurance licenses for life, health, disability, property and casualty. He has obtained the following two designations; The Certified Financial Fiduciary® (CFF) and The Certified in Social Security Claiming Strategies (CSSCS). Laurence is dedicated to developing lasting relationships with all of his clients. His goal is to help clients assess their financial goals and participate in the management of their finances. One of the benefits of working with Laurence is his ability to provide clear, easily understood explanations of financial investments and services. The personalized program he provides is designed to help you work toward an independent financial future.
My Background
Laurence lives in Cherry Hill, NJ with his wife Danielle and their son Mason. When he's not working, he enjoys playing golf. His favorite activity is spending time with his family.