Stephen Coopersmith Cfp®, Cima®
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Stephen Coopersmith Cfp®, Cima® Email & Phone Number

Financial Advisor at Crescent Wealth Partners
Location: Exeter, New Hampshire, United States 3 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Crescent Wealth Partners
Role
Financial Advisor
Location
Exeter, New Hampshire, United States
Company size
8 employees

Who is Stephen Coopersmith Cfp®, Cima®? Overview

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Quick answer

Stephen Coopersmith Cfp®, Cima® is listed as Financial Advisor at Crescent Wealth Partners, a with 8 employees, based in Exeter, New Hampshire, United States. AeroLeads shows a matched LinkedIn profile for Stephen Coopersmith Cfp®, Cima®.

Stephen Coopersmith Cfp®, Cima® previously worked as Portfolio Analyst at Newday Solutions, Llc and Paraplanner at Ameriprise Financial Services, Inc.. Stephen Coopersmith Cfp®, Cima® holds Accounting And Finance from Saint Joseph'S College.

Company email context

Email format at Crescent Wealth Partners

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Crescent Wealth Partners

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Profile bio

About Stephen Coopersmith Cfp®, Cima®

Stephen Coopersmith Cfp®, Cima® is a Financial Advisor at Crescent Wealth Partners.

Current workplace

Stephen Coopersmith Cfp®, Cima®'s current company

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Crescent Wealth Partners
Crescent Wealth Partners
Financial Advisor
sarasota, florida, united states
Website
cwpadvisorygroup.com
Employees
8
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3 roles

Stephen Coopersmith Cfp®, Cima® work experience

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

Portfolio Analyst

Newday Solutions, Llc

Hampton, Nh

Jan 2016 - Sep 2019
Team & coworkers

Colleagues at Crescent Wealth Partners

Other employees you can reach at cwpadvisorygroup.com. View company contacts for 8 employees →

BG Brian Grogan Crpc Brian Grogan Crpc Colleague at Crescent Wealth PartnersSarasota, Florida, United States View → BH Brent Hillerich, Cfp® Brent Hillerich, Cfp® Colleague at Crescent Wealth PartnersSarasota, Florida, United States View → VB Vita Basarab Vita Basarab Colleague at Crescent Wealth PartnersSarasota, Florida, United States View → DD Dee Depadua Dee Depadua Colleague at Crescent Wealth PartnersAtlanta, Georgia, United States View →
1 education record

Stephen Coopersmith Cfp®, Cima® education

FAQ

Frequently asked questions about Stephen Coopersmith Cfp®, Cima®

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

What company does Stephen Coopersmith Cfp®, Cima® work for?

Stephen Coopersmith Cfp®, Cima® works for Crescent Wealth Partners.

What is Stephen Coopersmith Cfp®, Cima®'s role at Crescent Wealth Partners?

Stephen Coopersmith Cfp®, Cima® is listed as Financial Advisor at Crescent Wealth Partners.

Where is Stephen Coopersmith Cfp®, Cima® based?

Stephen Coopersmith Cfp®, Cima® is based in Exeter, New Hampshire, United States while working with Crescent Wealth Partners.

What companies has Stephen Coopersmith Cfp®, Cima® worked for?

Stephen Coopersmith Cfp®, Cima® has worked for Crescent Wealth Partners, Newday Solutions, Llc, and Ameriprise Financial Services, Inc..

Who are Stephen Coopersmith Cfp®, Cima®'s colleagues at Crescent Wealth Partners?

Stephen Coopersmith Cfp®, Cima®'s colleagues at Crescent Wealth Partners include Brian Grogan Crpc, Brent Hillerich, Cfp®, Vita Basarab, and Dee Depadua.

How can I contact Stephen Coopersmith Cfp®, Cima®?

You can use AeroLeads to view verified contact signals for Stephen Coopersmith Cfp®, Cima® at Crescent Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did Stephen Coopersmith Cfp®, Cima® attend?

Stephen Coopersmith Cfp®, Cima® holds Accounting And Finance from Saint Joseph'S College.

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