Dylan Cooper, Cfp®
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Dylan Cooper, Cfp® Email & Phone Number

Principal | Wealth Advisor, Executive Counseling at Cerity Partners at Cerity Partners
Location: Saratoga Springs, New York, United States 6 work roles 1 school
1 work email found @gs.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email d****@gs.com
LinkedIn Profile matched
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Current company
Cerity Partners
Role
Principal | Wealth Advisor, Executive Counseling at Cerity Partners
Location
Saratoga Springs, New York, United States
Company size
211 employees

Who is Dylan Cooper, Cfp®? Overview

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Quick answer

Dylan Cooper, Cfp® is listed as Principal | Wealth Advisor, Executive Counseling at Cerity Partners at Cerity Partners, a company with 211 employees, based in Saratoga Springs, New York, United States. AeroLeads shows a work email signal at gs.com and a matched LinkedIn profile for Dylan Cooper, Cfp®.

Dylan Cooper, Cfp® previously worked as Principal | Wealth Advisor at Cerity Partners and Vice President | Wealth Manager at Goldman Sachs. Dylan Cooper, Cfp® holds Bachelor'S Degree, Management from Rensselaer Polytechnic Institute.

Company email context

Email format at Cerity Partners

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*@gs.com
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AeroLeads found 1 current-domain work email signal for Dylan Cooper, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Dylan Cooper, Cfp®

At Cerity Partners, my team is focused on crafting sophisticated financial plans that integrate investments, wealth accumulation, tax efficiency, retirement cash flow, risk management and estate planning. We bring decades of experience in corporate benefit maximization along with cash and equity compensation planning. My approach to providing comprehensive planning was honed during my 17 years with Goldman Sachs Ayco working with corporate executives and affluent families helping them navigate the complexities of their financial lives. Our goal is to empower clients through informed, strategic guidance to accomplish and exceed their priorities and objectives. We bring a track record of building solid long term partnerships with our diverse clients by being committed to maintaining the utmost standards of fiscal stewardship and integrity.

Current workplace

Dylan Cooper, Cfp®'s current company

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Cerity Partners
Cerity Partners
Principal | Wealth Advisor, Executive Counseling at Cerity Partners
new york, new york, united states
Website
ceritypartners.com
Employees
211
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Company profile
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6 roles

Dylan Cooper, Cfp® work experience

A career timeline built from the work history available for this profile.

Principal | Wealth Advisor

Current
Cerity Partners

Saratoga Springs, New York, United States

Jan 2024 - Present

Vice President | Wealth Manager

Goldman Sachs
Jan 2022 - Feb 2024
Team & coworkers

Colleagues at Cerity Partners

Other employees you can reach at ceritypartners.com. View company contacts for 211 employees →

DT Douglas Tyson, Cfp®, Chfc® Douglas Tyson, Cfp®, Chfc® Colleague at Cerity Partners Columbus, Ohio Metropolitan Area, United States View → SH Sandra Humphries Sandra Humphries Colleague at Cerity Partners Cincinnati Metropolitan Area, United States View → BL Ben Lomazow Ben Lomazow Colleague at Cerity Partners New York, New York, United States, United States View → CM Charles M. Charles M. Colleague at Cerity Partners Houston, Texas, United States, United States View → JL Jeremy Leffel Jeremy Leffel Colleague at Cerity Partners New York City Metropolitan Area, United States View → KW Kelsey Whatley Kelsey Whatley Colleague at Cerity Partners New York, New York, United States, United States View → AB Amanda Brummel Amanda Brummel Colleague at Cerity Partners Greater Chicago Area, United States View → DB Debra Boerger, Cfp® Debra Boerger, Cfp® Colleague at Cerity Partners Medina, Ohio, United States, United States View → AC Azaian Cagalingan Azaian Cagalingan Colleague at Cerity Partners San Francisco, California, United States, United States View → FC Frank Croes Frank Croes Colleague at Cerity Partners Antwerp Metropolitan Area, Belgium View →
1 education record

Dylan Cooper, Cfp® education

FAQ

Frequently asked questions about Dylan Cooper, Cfp®

Quick answers generated from the profile data available on this page.

What company does Dylan Cooper, Cfp® work for?

Dylan Cooper, Cfp® works for Cerity Partners.

What is Dylan Cooper, Cfp®'s role at Cerity Partners?

Dylan Cooper, Cfp® is listed as Principal | Wealth Advisor, Executive Counseling at Cerity Partners at Cerity Partners.

What is Dylan Cooper, Cfp®'s email address?

AeroLeads has found 1 work email signal at @gs.com for Dylan Cooper, Cfp® at Cerity Partners.

Where is Dylan Cooper, Cfp® based?

Dylan Cooper, Cfp® is based in Saratoga Springs, New York, United States while working with Cerity Partners.

What companies has Dylan Cooper, Cfp® worked for?

Dylan Cooper, Cfp® has worked for Cerity Partners, Goldman Sachs, Goldman Sachs Ayco Personal Financial Management, and Ayco, A Goldman Sachs Company.

Who are Dylan Cooper, Cfp®'s colleagues at Cerity Partners?

Dylan Cooper, Cfp®'s colleagues at Cerity Partners include Douglas Tyson, Cfp®, Chfc®, Sandra Humphries, Ben Lomazow, Charles M., and Jeremy Leffel.

How can I contact Dylan Cooper, Cfp®?

You can use AeroLeads to view verified contact signals for Dylan Cooper, Cfp® at Cerity Partners, including work email, phone, and LinkedIn data when available.

What schools did Dylan Cooper, Cfp® attend?

Dylan Cooper, Cfp® holds Bachelor'S Degree, Management from Rensselaer Polytechnic Institute.

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