Ethan Cooper CFP®
Based in Scottsdale, Ethan helps retirees and those nearing retirement coordinate income, investments, taxes, Social Security, Medicare, and estate planning.
Ways to Connect
Who Ethan Typically Helps
Individuals nearing retirement, retirees seeking sustainable income plans, families making retirement health insurance and Social Security decisions.
Serving Clients in
Phoenix • Scottsdale • Tucson • Henderson • Albuquerque • Communities throughout Arizona, Nevada, and New Mexico
Available nationwide through virtual meetings
Questions Ethan Helps Answer
- How can I create sustainable retirement income?
- How can I make my retirement plan more tax-efficient?
- When should I claim Social Security?
- How should I evaluate Medicare and other healthcare options?
- How can I coordinate charitable, estate, and investment planning?
Ethan Cooper is a Partner and Senior Wealth Advisor at Mission Wealth, where he leads a team serving clients across Arizona, New Mexico, and Nevada. As the first local advisor in Arizona for Mission Wealth, Ethan played a key role in expanding the firm’s presence in the Southwest and continues to support its ongoing growth in the region.
Ethan specializes in helping individuals, families, and business owners navigate financial planning, tax strategy, risk management, and investment decisions with clarity and confidence. He acts as a true partner to his clients, guiding them through all areas of financial planning including investments, taxes, estate planning, and insurance. His goal is to ensure that every aspect of their financial life is aligned and working together.
With a deep investment background, Ethan is a member of Mission Wealth’s Investment Committee, where he contributes to the firm’s overall portfolio strategy and specializes in customized portfolio management and alternative investments. His thoughtful, research-driven approach ensures that each portfolio reflects a client’s individual needs, risk tolerance, and long-term goals.
As a Partner and Senior Wealth Advisor in the Scottsdale area, I love the work that I do. Every day, I have the opportunity to help my clients achieve their financial goals and build the financial futures they deserve. I find it incredibly rewarding to work with people from all walks of life and help them navigate the complexities of financial planning.
Ethan’s Frequently Asked Questions
Clients can expect a fact-finding meeting where Ethan learns about their financial and nonfinancial goals, followed by a custom strategy across investments, taxes, and estate planning that is tailored to their needs. Clients can also expect ongoing communication as the plan is implemented and adjusted.
Professional Background
Prior to joining Mission Wealth, Ethan worked at one of Arizona’s top fee only RIA firms, WealthPlan Advisors. There, he gained extensive experience in retirement planning and investment management, advising business owners, corporate executives, and participants in employer sponsored retirement plans.
He holds a Bachelor of Arts in Business Economics with a minor in Communication from Wheaton College and earned the CERTIFIED FINANCIAL PLANNER™ designation through Boston University’s Financial Planning Program.
Personal Pursuits
Ethan lives in Glendale, Arizona with his wife, Heather, and their four children. He and his family are actively involved in their church and local youth sports programs, contributing meaningfully to their community.
Community Impact
He is a former board member of Billy’s Place, a nonprofit dedicated to supporting grieving children and families. He has also participated in service trips to Haiti, Guatemala, the Dominican Republic, and Mexico, demonstrating his commitment to service both locally and globally.
Request an Introduction to Ethan Cooper
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor