Carnegie Investment Counsel Blog

Cooper Smith, CFP®

Cooper Smith, CFP®
Cooper Smith, CFP® serves Carnegie Investment Counsel as VP, Financial Planner. In this role, Cooper works closely with clients and their advisors to help identify and achieve their financial objectives through comprehensive financial planning. He is passionate about connecting with clients and guiding them through the planning process. Cooper specializes in holistic planning, covering aspects of education, retirement, tax, estate, investment and insurance planning. His goal is to ensure clients succeed in obtaining their financial goals.

Recent Posts

Smart Ways to Pay for College: Funding Options Every Family Should Know About

Posted by Cooper Smith, CFP® on Aug 21, 2025 9:13:45 AM

The rising cost of higher education presents a challenge for many families. The good news: with thoughtful planning and the smart use of available tools, these costs can become much more manageable. For parents and grandparents who want to support education goals, understanding the different savings vehicles and tax benefits is key. 

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Topics: Investing

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