Paula M. Cooley, CFP®, AIF®
Financial Representative, Principal Securities Registered Representative, Investment Adviser Representative
EDUCATION & CREDENTIALS:
- M.S. in Administration – Central Michigan University
- B.A. – Princeton University
- Securities registered and insurance licensed in various states
EXPERIENCE:
With my financial services industry experience and background in various positions for Fortune 500 companies and small businesses, I am delighted to help clients in areas including financial planning, retirement and estate planning, portfolio reviews, income strategies and risk analysis.
1633850-052021