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Stephanie Cooper, CFP®, MBA

Wealth Manager, Partner

Stephanie serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than a decade of experience in the financial services industry, Stephanie has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Stephanie worked for an independent investment advisory firm as a senior wealth planner.

Stephanie earned a Bachelor of Science degree in finance and a Master of Business Administration degree in entrepreneurship from Florida Atlantic University. Stephanie is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

In her spare time, Stephanie enjoys volunteering, reading fiction novels and traveling. She also loves reformer Pilates, her sneaker collection and all things Trader Joe’s.

Articles by Stephanie Cooper, CFP®, MBA

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