HBW Advisory Services
43yrs
Top advisor by experience in Simi Valley
18yrs
Eric Cooper has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Simi Valley, California. Eric has been with Cetera Investment Advisers since 2025; before that, Eric spent 13 years at Avantax Advisory Services. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 115 advisors with offices in Simi Valley, and one of 108 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 57% of advisors in Simi Valley
OfficeSimi Valley, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – nowCetera Investment Advisers LLCCurrent firm
- 2013 – 2025Avantax Advisory ServicesPreviously
Contact Eric
Simi Valley, CAOffice · Get directions Firm main line(310) 257-7880Headquarters: Cetera Investment Advisers · Schaumburg, ILIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Eric
How do I contact Eric?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Eric Cooper. Eric works from the Simi Valley, CA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2008, about 18 years. More experience than 57% of advisors in Simi Valley.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric 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.
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