Congratulations To Stephanie Cooper On Registered Paraplanner Designation!

stephanie photoCongratulations to Client Services Associate Stephanie Cooper, who is our latest team member to earn the Registered Paraplanner (SM) designation, which includes coursework in retirement planning, tax planning, cash flow management, investments, and financial planning strategies and products, as well on on-the-job experience and code of ethics.

As Stephanie’s accomplishment demonstrates,  our firm is committed to continuously improving our skills and knowledge through continuing education, industry training, and enhanced professional designations.

Stephanie earned her MBA from Florida Atlantic University, with a concentration in Entrepreneurship, and her BA from Florida Atlantic University, graduating Cum Laude with a degree in Finance. She was a finalist in the 2013 FAU Business Plan Competition, during which she met and networked with local investors and business owners.

As Client Services Associate, Stephanie works directly with clients on all aspects of their account and financial planning needs.  She is also the primary contact for many of our firm’s marketing and outreach initiatives. Stephanie is a rare native Floridian, and enjoys reading and yoga in her off hours.

Please feel free to call Stephanie for assistance at anytime. She can be reached by phone at 561-417-0001, or via email at

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!


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