Cooper
Fitz

The supplied draft describes a different Cooper. Here is the revised version for SEIA’s verified advisor, Jake Cooper.

Jake Cooper, CFP^®, CIMA^®, is an Advisor at Signature Estate & Investment Advisors, LLC (SEIA) in the firm’s Newport Beach office. He works with high-net-worth individuals and families on the investment, planning, and lifestyle decisions that shape long-term financial independence.

Jake’s practice is particularly relevant to clients navigating executive compensation, concentrated wealth, lending needs, and the transition toward a work-optional lifestyle. He helps clients consider how portfolio construction, cash flow, liquidity, taxes, compensation, and long-term goals can work together within a coordinated financial strategy.

His approach is centered on helping clients understand not only what they own, but also why they own it and how each financial decision connects to their broader life, family, and legacy. Whether clients are building wealth during their careers, managing the complexity of executive compensation, or preparing for greater flexibility in retirement, Jake helps create a plan that can evolve with their circumstances.

Before joining SEIA, Jake worked with Merrill Lynch and UBS Financial Services. His experience in wealth management informs a practical, client-centered approach to helping families make informed decisions across their financial lives.

Jake earned a Bachelor of Science degree in Finance from Arizona State University. He is a CERTIFIED FINANCIAL PLANNER^™ professional and holds the Certified Investment Management Analyst^® designation. He is also a licensed California insurance agent, California Insurance License #0L24234.

Jake is based in Orange County and supports clients through SEIA’s Newport Beach office.