Joseph Cooper
Private Wealth Advisor
Newport Beach,CA
Summary
Accomplished high net worth financial advisor with a history of success in wealth management and financial planning. Leverage analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for the future. Navigate multiple demands to provide high level of service in up and down markets. Experienced client facing advisor trained to advise HNW individuals and families.
Overview
9
9
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Private Wealth Advisor
Pariax Private Wealth Management
Newport Beach, CA
05.2020 - Current
- Advised High Net Worth clients to discuss assets, expenses and investment goals to devise personalized financial plans.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Provided specialized financial planning support for HNW clients with diverse portfolios and individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
Consultant
JK Sports Management
San Diego, CA
01.2018 - 02.2020
- Consulted families and individuals regarding a career in golf.
- Advised up and coming golfers on fundraising, scheduling, budgeting, and coaching.
- Created customized practice plans, strategies, and payment plans for competitive golfers.
- Connected talented golfers with potential sponsors and investors.
- Negotiated contracts and profit sharing agreements for professional golfers.
Professional Golfer
PGA Tour
05.2015 - 05.2019
- PGA Tour Canada & European PGA tour
- Personally raised $250,000 through sponsors and outside investors to cover playing costs.
- Created presentations, contracts & deal terms, budgets, and investor decks while raising capital.
Education
Bachelor of Science - Finance
Bowling Green State University
Bowling Green, OH 09.2011 - 04.2015
Certification
Series 65 License
Timeline
Series 65 License
08-2020
Private Wealth Advisor
Pariax Private Wealth Management
05.2020 - Current
Consultant
JK Sports Management
01.2018 - 02.2020
Professional Golfer
PGA Tour
05.2015 - 05.2019
Bachelor of Science - Finance
Bowling Green State University
09.2011 - 04.2015
Similar Profiles
MANJEET KUMARMANJEET KUMAR
Trading Executive at Neo Wealth Management Private LimitedTrading Executive at Neo Wealth Management Private Limited
Jennifer ColbyJennifer Colby
Wealth Advisor With Operational Excellence at Bernstein Private Wealth ManagementWealth Advisor With Operational Excellence at Bernstein Private Wealth Management
RAKESH GOTTIPATIRAKESH GOTTIPATI
Regulatory Supervision Manager at CIBC Private Wealth ManagementRegulatory Supervision Manager at CIBC Private Wealth Management
Floyd PayneFloyd Payne
Bike Courier at DoorDashBike Courier at DoorDash
Cade WilhiteCade Wilhite
Registered Nurse at Anaheim Community HospitalRegistered Nurse at Anaheim Community Hospital