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David Cooper is a seasoned financial professional with expertise in estate administration, planning, and wealth management. He holds certifications from the Institute of Certified Bankers and the CFP Board.
Credentials
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Certified Trust and Financial Advisor (CTFA)
Institute of Certified BankersJul, 2000- Apr, 2026 -
Certified Financial Planner (CFP)
CFP BoardJan, 2000- Apr, 2026
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Industry Focus. “Financial Services”
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