Gregory Dunbar Cooper
Gregory’s philosophy is working with you to gain financial independence and freedom by building confidence and peace of mind, no matter your situation. He offers a range of strategies to help you set or achieve existing financial goals, whether it is saving for the first time, getting married, buying a house, funding an education, having a baby, quitting your job, retiring, or whatever life may bring.
Gregory has always been passionate about working with people to improve their health and living circumstances. He spent 13 years working for nonprofits and government agencies in public health, senior health, and nutrition education in low-income communities. In personal and professional settings, Gregory always recognized the financial struggles and lack of financial guidance that people faced. He then moved from helping people change their health behaviors to changing their financial behaviors and guiding people to financial fluency.
Gregory is eager to work with you and provide a financial plan that builds and protects your wealth.
Business Strategies
Connecting the dots to protect and grow both your business and personal balance sheets.
Personal Strategies
Life is unpredictable. You need a strategy that builds and protects, no matter what happens.
Retirement Planning
Americans are increasingly healthy into their 70s, 80s, even 90s.
Is your plan designed to cover you in retirement no matter how long you live?
Interactive Resource Centers
We've curated a vast collection of Articles, Videos and Calculators designed to help you develop effective financial and lifestyle strategies
Test Your Life Insurance Knowledge
Lifetime of Earnings
