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portrait of Cooper Bumgarner
FINANCIAL ADVISOR

Cooper Bumgarner

CFP®
841 W Highway 27, Lincolnton, NC 28092opens in a new window
CallSend Me a Message

About Cooper

As a financial advisor it is my passion to partner with individuals, families and business owners on their journey towards achieving their financial goals, by planning through all stages of life. My mission is to gain a deep understanding of my client's needs and aspirations and help implement personalized strategies to achieve those goals while monitoring their progress along the way.

Born and raised in Maiden, NC, it is my honor to be able to serve the community that has positively impacted my life and helped guide me towards my career path in finance. I have witnessed the growth of...

Focus Areas

  • Retirement Savings Strategies
  • College Savings
  • Business Retirement Plans
  • Insurance & Annuities

Work History

  • Edward JonesSeptember 2023 to Current
  • Charles Schwab & Co. IncFebruary 2022 to September 2023

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Liberty UniversityMaster of Science

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(704) 240-8724

Fax

(888) 236-6051

Office Address

841 W Highway 27
Lincolnton, NC 28092opens in a new window

Mailing address

P O Box 202
Lincolnton, NC 28093

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