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William Cooper

MA, CPFA™, CCC

Senior Financial Wellness Educator, DE&I Advisor

Professional Experience

William joined Sentinel Benefits & Financial Group in 2020 as a Financial Wellness Educator with the Wealth Management Group. William works closely with retirement plan sponsors to develop education strategies for their employees to educate them on their corporate-sponsored retirement plans and improve their total financial wellness.
 
William has worked in a variety of industries including non-profit, finance, and human resources.  Before joining Sentinel Benefits & Financial Group, he served as a Retirement Education Specialist with Alliance Benefit Group of Michigan.  He has a passion for taking complex information and making it relevant and easier to understand to all populations. Additionally, he is passionate about helping individuals and families learn that improving financial wellness is, with diligence, accessible to all.
 
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Educational Background and Certifications

  • Wayne State University, Detroit, MI – BA, Communication Studies
  • Wayne State University, Detroit, MI – MA, Communication
  • NAPA - Certified Plan Fiduciary Advisor (CPFA)
  • Certified Credit Counselor, National Association of Certified Credit Counselors
  • FINRA Series 65

Hometown

Detroit, MI

Out of the Office

William enjoys improving his health and fitness, spending time with his loved ones, and consulting on research projects in the area of communication.

Check the background of this investment professional on FINRA's BrokerCheck.

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Thought Leadership

10 DEI Questions Your Company Should Ponder

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Four Tips to Kickstart Your College Savings Plan

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