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Fit Financial Consulting LLC

Description

Fit Financial Consulting, LLC is a Registered Investment Advisor offering: Sophisticated Wealth Management Institutional Style Investing for Everyday Investors. Our Chief Investment Officer possesses an unwavering commitment to market research and investment strategy, dedicated to the growth and preservation of wealth. The combination of our experience, research driven asset allocation, and quantitative analysis have resulted in sophisticated strategies for investing and risk management through the employment of alternative investments. This includes services such as Convertible Arbitrage, Commodities and other Hard Assets, Managed Futures, Merger Arbitrage, Private Equity, and Volatility Individually Tailored Financial Advice. Financial Planning Solutions should be as Unique as the Challenges and Opportunities You Face. Our representatives thoughtfully listen to all of your financial goals, questions and concerns. Through personal attention we form a partnership to deliver trusted, personalized advice so that, together, we can help you accomplish your financial goals and achieve a confident retirement. For this purpose, we provide services such as Budgeting, Investment Analysis, Retirement Planning, and Legacy Development

Sean Cooper is the President and CCO of Fit Financial Consulting LLC and best-selling author of “The Truth About Investing: Back to Basics”. Sean attained his MBA with a focus in finance from the University of Colorado and his BSBA with a major in finance from the University of Denver. Sean is a holder of the Chartered Financial Analyst® designation, or CFA®, and Certified Financial Planner™ designation, or CFP®. He enrolled in the CFA Program to obtain the highest set of credentials in the global investment management industry. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. In addition to his dedication to the ongoing study of finance and investing, Sean has spent his entire career in the Finance industry. During his undergraduate degree, he worked as an On-call Branch Office Administrator at Edward Jones, then as an Internal Wholesaler of fixed, fixed-indexed, and variable annuities for Jackson National Life and finally as a Business Development Consultant at WealthOne for Jackson and their subsidiary, National Planning Holdings/National Planning Corporation before founding Fit Financial Consulting LLC in 2014.

Contact Information

Main Contact
Sean Cooper
Phone
Email for Public
Social Info

Location

PO Box
13
Business Address
115 Klasey Rd., Morton, WA 98356 US
Zip/Post Code
98356
115 Klasey Rd., Morton, WA 98356 US

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