Jill Cooper, CFP®, CLU®, ChFC®

Jill B. Cooper, CFP®, CLU®, ChFC®

Jill is a graduate of The George Washington University with a B.S. in Finance.  She earned her Certified Financial Planner™ designation from the College of Financial Planning and both the Chartered Life Underwriter and the Chartered Financial Consultant designations from the American College. 

Jill has over 30 years of industry experience, beginning her career at the Bank of New York and then at Goldman Sachs as a credit analyst. Jill started her financial services career at MetLife and Lincoln Financial Advisors as a Registered Representative and Insurance Broker.

Jill joined our team in early 2001, allowing her to work as an independent financial advisor and Investment Advisor Representative. She was president and has been active in many organizations, including the Passaic Bergen Association of Insurance and Financial Advisors.  She has been awarded the National Quality Award and the Life Underwriter of the Year Award.

Jill's expertise is in the following areas:

https://jcooper.yournextphase.com/np2019/homepage.jsp

• Business and employee benefit planning
• Wealth management and financial planning
• Retirement planning
• Insurance planning
• Long-Term Care & Disability Income