About Us
Hello, I’m Tonya Cooper and I am honored to be your dedicated financial advisor. With a passion for helping individuals and families secure their financial future, I’ve made it my life’s work to guide clients towards their financial goals.
Tonya Cooper
Financial Advisor, RICP® CMFC® CRPC®
Why I Became a Financial Advisor
My journey to becoming a financial advisor was not a direct path. After injuring my back while working on an orthopedic unit in my early twenties, I went looking for a desk job to allow my back to heal. Once healed, my plan was to complete my RN degree and ultimately become a nurse practitioner. During this time, I graduated with a different bachelor’s degree and a friend recommended a job in our local community with Lincoln Financial Group.
My first role in the financial industry was in the call center at Lincoln Financial in Fort Wayne, Indiana and it was my manager that informed I should consider a career as a Retirement Consultant/Financial Advisor. She believed I would excel in that role and enjoy the work. She was certainly correct! Here I am, almost 20 years later in a career I love helping people meet their retirement dreams and financial goals.
In 2010, I moved to Florida to serve the employees of UF Health Shands Hospital as the “Lincoln Lady,” helping thousands plan for retirement. In January 2017, I became an independent financial advisor to better serve my clients. Many of my clients work or have worked in the medical field, which I consider a great honor to serve those who take care of us when we need them most. My time working in the medical community gives me better perspective to help connect, engage, and effectively communicate.
I know that navigating the complex financial landscape can be daunting, and I’m here to simplify the process for you. I’m here to be your financial partner, guiding you through life’s financial challenges and opportunities. Together, we will work to turn your financial aspirations into reality. Whether you’re planning for your children’s education, securing your retirement, or simply looking to make your money work harder for you, I’m here to help.
My Approach to Financial Advising
I firmly believe that every individual’s financial situation is unique, and there’s no one-size-fits-all solution to retirement planning. That’s why my approach is centered on you. I take the time to understand your specific financial goals, dreams, and challenges, and then tailor a comprehensive plan to help you achieve them.
My commitment to you includes ensuring that you understand the process. I’m here to provide clear explanations and answer your questions, no matter how complex they may seem. My goal is not just to give advice, but to empower you with the knowledge and confidence to make sound financial decisions. Your financial well-being is my priority, and I’m committed to helping you achieve your goals. Let’s embark on this journey together.
Areas of Expertise
My expertise covers a broad spectrum of financial services, including:
- Financial Planning: Together, we will chart a course for your financial future that aligns with your aspirations.
- Investment Strategies: I will work with you to develop a personalized investment strategy that balances risk and return to help you build and preserve your wealth.
- Retirement Planning: Let’s design a retirement plan that ensures you can enjoy your golden years with financial security.
- Estate Planning: Protect your legacy and ensure your assets are distributed according to your wishes.
- Risk Management: We’ll assess potential risks and create strategies to mitigate them.
Let’s Build a Confident Financial Future Together
Whether you’re planning for retirement, growing your wealth, or protecting your legacy, I’m here to help you make informed decisions with clarity and confidence. Ready to take the next step toward your financial goals?