Joseph Cooper

Senior Wealth Advisor, Director

Newport Beach, CA

LET'S CONNECT

Designations

  • Series 65 License

 

Work Experience

  • Joined MAI in 2023 as a Senior Wealth Advisor
  • Previously a Private Wealth Advisor for Pariax Private Wealth Management and was responsible for providing comprehensive wealth management services to high-net-worth client portfolios and relationships, as well as financial planning and support for HNW clients with diverse portfolios and individual needs
  • Was a professional golfer on both the Canadian PGA and European PGA Tours where he advised up-and-coming players and their families on career paths as well as helping them raise sponsorships to fund their dreams

 

Life Outside of MAI

  • Diehard Boston sports fan and loves to see his Red Sox beat the Yankees
  • Resides in Newport Beach, CA with his fianc√©e Crystal
  • Member of the Pelican Hill Golf Club in Newport Coast

 

Education

  • Bowling Green State University, Bachelor of Science: Finance & Economics

We look forward to learning about your financial goals.

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