Robert J. Coopman, CFS, BCAA, BCE, AIFA® / Partner
General Counsel & Managing Director of Institutional Retirement Services
Robert Coopman, co-founder of Advisor Financial
Services, LLP, is Secretary and General Counsel. He also serves the firm as Managing Director of
Institutional Retirement Services. His additional duties are: Chief Compliance Officer, Investment
Committee member, producer of the podcast website www.401kpodcast.biz, and frequent contributing
writer for "The Advisor" newsletter. He is registered with the State of Georgia as an
Investment Advisor Representative of Advisor Financial Services, LLP. Rob is a 1980 graduate of
Florida State University, B.A., co-majors in Business Administration and English; graduate of The
University of Florida College of Law, Juris Doctor, 1993; Active member of the Georgia Bar since
1994; Member of the Fiduciary Law Section and Business Law Section of the Georgia Bar; Retired Marine
Corps Reserve, LTCOL, 2000; Certified Fund Specialist (CFS), Board Certified in Asset Allocation (BCAA),
and Board Certified in Estate Planning (BCE) awarded by the Institute of Business and Finance.
Accredited Investment Fiduciary Analyst™ (or AIFA®) awarded by the Center for Fiduciary Studies, which
is associated with the University of Pittsburgh’s Joseph M. Katz Graduate School of Business and certifies
him to conduct investment fiduciary assessments.