UBS Financial Services
33yrs
Top 11% by experience nationwide
27yrs
Based in Califon, New Jersey, David Cooley is a financial advisor with 27 years of industry experience. David has been with Covered Bridge Financial since 2009. David holds the ChFC designation.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
OfficeCalifon, NJ
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$766,380
States licensed ?1 state
Services through Covered Bridge Financial
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2009 – nowCovered Bridge Financial LLCCurrent firm
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Covered Bridge Financial at (908) 439-3969 and ask for David Cooley. David works from the Califon, NJ office.
How long has David been a financial advisor?
David has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does David hold?
Series 63. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is David paid?
Covered Bridge Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.