February Networking Luncheon
Schedule
Thu Feb 12 2026 at 11:30 am to 01:15 pm
UTC-05:00Location
Snooks Bayside Restaurant & Grand Tiki Bar | Key Largo, FL
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Social Networking Lunch Meeting "Financial Wellness" – A Conversation with Steve Cooper from Centennial Bank"Join us for a special luncheon at Snooks Bayside Restaurant on Thursday, February 12th, where we will hear from Steve Cooper of Centennial Bank about Financial Wellness.
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SPONSORED BY CENTENNIAL BANK
Steve Cooper, CFP®, CFM®, CLU, ChFC®, AAMS®, AWMA®, RICP®
For more than 27 years, Steve Cooper has been guiding clients on investment products and services needed to meet both their short-term and long-term goals. He is one of the highest credentialed advisors in the country and holds the designations of Certified Financial Planner™, Certified Financial Manager, Chartered Life Underwriter, Chartered Financial Consultant, Accredited Asset Management Specialist, Accredited Wealth Management Advisor and Retirement Income Certified Professional. He uses a comprehensive, big picture approach to bring investments, insurance, education, retirement, estate and tax planning into one efficient financial plan to minimize gaps that can leave clients under-prepared and under-protected. Steve offers customized solutions, oversees performance and guides clients in making adjustments to maintain investor profile alignment over time. His overall objective is to get clients the most from their hard-earned money without undue risk.
Steve’s extensive experience and analytical skills make him the ideal candidate for creating customized solutions that fit each client’s needs. He also helps ensure that the overall plan is appropriate for risk tolerance and personal growth objectives as well as efficient for diversification, insurance coverage and tax purposes.
Steve holds FINRA Series 6 (Investment Company and Variable Contracts), 7 (General Securities Representative), 63 (Uniform Securities Agent State Law) and 65 (Uniform Registered Investment Adviser Law) licenses and is a Certified Financial Planner (CFP®). He is licensed to offer Life, Health, Property, Casualty and Vehicular Damage insurance. He has a Master of Science Degree in Financial Services from The American College in Pennsylvania.
Steve is married with six children and 5 grandchildren. He is active in CrossFit and competative powerlifting, and enjoys boating and deep sea fishing with his family. Steve is also a certified SCUBA diver and enjoys underwater photography.
“My greatest professional reward is seeing my clients reach their financial goals. I have helped many clients through the years achieve their dreams, whether it be a comfortable retirement or a college education for their children or grandchildren, and I look forward to helping many more.”
- Steve Cooper
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Where is it happening?
Snooks Bayside Restaurant & Grand Tiki Bar, 99470 Overseas Hwy,Key Largo, Florida, United StatesEvent Location & Nearby Stays:
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