Michael Cooper CPA, PFS, CFP

Michael Cooper CPA, PFS, CFP Private Wealth Advisor - CPA, Siena Wealth Advisory Group-a private wealth advisory practice of Ameriprise Financial, L.L.C.

My qualifications include a CPA license, Personal Financial Specialist™ , and CERTIFIED FINANCIAL PLANNER™ practitioner designations. I believe this extensive background, combined with 26 years financial services industry experience can help create the foundation to review the complex tax and financial situations that my clients are faced with. The people we work with come from many different indu

stries and cultures. The majority are divorced or widowed women, retired individuals, and small business owners. In our practice, we find that our clients have unique stories and we truly seek to understand what matters most to them. We have an experienced team serving a limited number of families so that we can provide a great client experience and the attention you deserve. We explain our fee structure and the services we offer so that you can have confidence that you’re receiving the value you deserve. Part of our story that we tell clients is that retirement planning should start with tax planning strategies, so we look to make tax planning the foundation. We build customized retirement plans that can reduce tax bills in retirement and help our clients keep more money in their pockets. CA Insurance
Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

06/04/2026
Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.
06/02/2026

Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.

Managing finances independently doesn’t mean every decision is made alone.Ameriprise Financial research highlights how m...
05/28/2026

Managing finances independently doesn’t mean every decision is made alone.

Ameriprise Financial research highlights how many financially solo adults seek guidance when navigating major or unfamiliar decisions — especially as they look to the future.

For many financially solo adults, independence isn’t a temporary phase.New research from Ameriprise Financial shows long...
05/27/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and em...
05/21/2026

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and employer coverage may not fully replace what you earn. Disability income insurance can help protect your lifestyle if work becomes impossible. Let’s talk about how to help protect what you work so hard for.

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
05/20/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balanc...
05/19/2026

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balances growth potential with risk awareness can help bring more confidence to retirement planning. A thoughtful approach can make it easier to stay on track through changing market conditions. Message me if you’d like to start the conversation.

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term grow...
05/14/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

Address

530 5th Avenue 10th Floor
New York, NY
10036

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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