Cooper Parry, CFP®
Director of Financial Planning/Investment Advisor Representative
Cooper began his career as a financial advisor in 2023, helping individuals and families bring clarity and confidence to their financial lives. His passion for the field started when he helped his parents and grandparents build plans for themselves, which inspired him to dedicate his career to guiding others through the same process.
He takes a holistic approach to financial planning, designing strategies for his clients as if they were his own family or closest friends. At the heart of his work is a passion for educating and serving others while building meaningful, long-lasting relationships. Cooper is a CERTIFIED FINANCIAL PLANNER™ professional and focuses on comprehensive planning across all areas of income, investments, taxes, healthcare, and legacy.
Cooper earned his degree in Personal Finance from Utah State University. Outside of work, he enjoys watching American football, golfing, and spending time with his wife. He finds the greatest fulfillment in helping people learn, grow, and build better lives through holistic financial planning.
