Christopher A. Koopman, CEPA®
Chris has worked in the financial space since 2003, helping families, individuals, clinic owners and executives bring structure, clarity, and intention to increasingly complex financial lives.
His purpose is to transform and elevate the conversations people have about money; moving beyond isolated products and reactive decisions toward a more thoughtful, coordinated understanding of their personal economy. By making complex topics accessible and creating a judgment-free space for inquiry, Chris helps client’s close gaps in financial understanding, uncover blind spots, and make decisions with greater confidence and perspective.
Chris’s work is grounded in a protection-first philosophy: protect against what can go wrong so clients can confidently invest in what can go right. Rather than treating insurance, investments, retirement planning, and cash flow as separate decisions, he places them into a broader macro context—designing a financial structure where every element supports the whole.
“Financial balance isn’t found. It’s built.”
“Financial balance isn’t found. It’s built.”
In addition to his advisory work, Chris is a financial advocate and educator. He has spoken at numerous public and professional events, helping entrepreneurs , executives, and clinicians rethink how their financial decisions fit together over time. He is a Certified Exit Planning Advisor (CEPA®) and has earned 17 industry recognitions for his client-focused, systems-based approach to wealth design.
CA Insurance License Number - 0G34651, AR Insurance License Number - 7840472.