Jake Cooper, CFP®, CIMA®, is an Advisor at SEIA with over a decade of experience in the wealth management industry, including prior roles at Merrill Lynch and UBS Financial Services. Working with high-net-worth individuals and families, he specializes in financial planning, executive compensation, lending solutions, and portfolio construction. He is dedicated to helping clients work toward a work-optional lifestyle through a comprehensive wealth management approach tailored to their individual goals.
Committed to providing client-focused strategies, Jake actively engages with professional networks to stay current with industry trends and best practices. This engagement provides him with insights and strategies that help him deliver informed guidance and tailored solutions to clients.
Jake earned his Bachelor of Science in Finance from Arizona State University. He holds the CERTIFIED FINANCIAL PLANNER® certification and the Certified Investment Management Analyst® (CIMA®) designation, reflecting his advanced knowledge in investment management. He is also a licensed insurance agent (CA Insurance License #0L24234).
A Los Angeles native, Jake grew up in Agoura Hills and now resides in Orange County with his family. He is an avid sports fan and enjoys cheering for his favorite teams, traveling to new destinations, exploring restaurants, and spending quality time with family, friends, and dogs.