Advisors at this firm
Clinton C
Series 63, Series 65
Encinitas, CA
Cooper Capital Group
Clinton Cooper is a financial advisor at Cooper Capital Group with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Northwestern Mutual and Purshe Kaplan Sterling Investments. Cooper serves on the board of Elevated Performance, a sober life coaching and fitness charitable organization. Cooper Capital Group primarily serves individual and high-net-worth clients, offering discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes fundamental, technical, quantitative, and sector analysis, utilizing a wide range of strategies and third-party managers to implement and monitor client portfolios.
Kyle S
Series 63, Series 65
Encinitas, CA
Cooper Capital Group
Kyle Stits is a financial advisor with Cooper Capital Group in Encinitas, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investment and Northwestern Mutual. Cooper Capital Group serves individual and high-net-worth clients, providing discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that incorporates fundamental, technical, quantitative, and sector analysis across a wide range of strategies, with ongoing portfolio monitoring and rebalancing.
Nate M
Series 65
Encinitas, CA
Cooper Capital Group
Nate Miles is a financial advisor at Cooper Capital Group with a Series 65 designation and two years of industry experience. Prior to joining Cooper Capital Group, he worked at Kidder Mathews and was self-employed. Outside of his advisory role, Nate owns Heavenearth, an apparel business in Oceanside, CA, where he is involved in photography, design, and social media content. Cooper Capital Group serves individual and high-net-worth clients, offering discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes fundamental, technical, quantitative, and sector analysis, utilizing a wide range of strategies from traditional asset allocation to alternative investments.
Parker J
Series 63, Series 65
Encinitas, CA
Cooper Capital Group
Parker Johnson is a financial advisor with Cooper Capital Group in Encinitas, CA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Northwestern Mutual Investment Services. Cooper Capital Group serves individual and high-net-worth clients with discretionary asset management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach combining fundamental, technical, quantitative, and sector analysis across various strategies, and uses third-party managers and technology tools to manage client portfolios.