Karen Cooper, Financial Advisor located in Richmond, VA

Financial Advisor
Karen L Cooper

MBA, AAMS®, CRPC™
5522 Lakeside Avenue, Richmond, VA 23228opens in a new window
Accepting New Clients
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Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations
  • Sustainable Investing
  • Business Retirement Plans
  • Employee Stock Options

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Community Outreach
  • Sustainability
  • Music
  • Hiking
  • Cycling

Team Members

  • Kelly Meador
    Branch Office Administrator
  • Kristina Lynch
    Branch Office Administrator

Send Me a Message

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Office Information

Phone

(804) 262-0754

Fax

(877) 268-6114

Office Address

5522 Lakeside Avenue
Richmond, VA 23228opens in a new window

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