Jason Coopersmith CFP®

Vice President/Financial Planner
jcoopersmith@platinumpeak.com

As a CERTIFIED FINANCIAL PLANNER™ with Platinum Peak Advisors, I work with individuals and small businesses to create customized financial plans and implementation of these plans. There is nothing that we hold more dear to our hearts than our families and closest friends.  I am dedicated to working with you to build a sound financial strategy, so that you can spend more of your time with those you care about most.

My career started in mortgage and real estate, where I quickly advanced to owning my own company. I helped clients by understanding their needs and wants then executing for them on both the search for right property and the financing. After nine years operating my own company, I was offered an opportunity at Bank of America to manage their default loan portfolio and closed my real estate and mortgage company. After managing fifteen employees and achieving top honors, I had a career decision to make, and concluded that I wanted to do more for people, and decided to become a financial advisor to do just that.  After gaining experience with insurance and investment products, an opportunity arose in 2019 with Platinum Peak Advisors to join their growing team.  As a firm, we have the independence and resources to provide excellent financial advice and service to our clients.  In 2022, I became a Member of Platinum Peak Advisors, LLC, and successfully completed the education requirements to earn the CERTIFIED FINANCIAL PLANNER™ designation.

Professional Accreditations / Education / Affiliations / Licenses:

  • Bachelor of Arts (Finance and International Business) – Florida Atlantic University
  • CERTIFIED FINANCIAL PLANNER™
  • FINRA Series, 7 and 66 securities registrations
  • Insurance registrations (life, health and variable products) in many states across the county

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.