Victoria Cooper, Cdfa®, Cva®, Mba
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Victoria Cooper, Cdfa®, Cva®, Mba Email & Phone Number

Location: Greater Houston, United States 8 work roles 4 schools
6 phones found area 713, 281, and 203 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 6 phones

Direct phone (713) ***-****
LinkedIn Profile matched
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Current company
Role
Owner
Location
Greater Houston, United States
Company size

Who is Victoria Cooper, Cdfa®, Cva®, Mba? Overview

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Quick answer

Victoria Cooper, Cdfa®, Cva®, Mba is listed as Owner at New Path Financials LLC, a with 20 employees, based in Greater Houston, United States. AeroLeads shows phone signal with area code 713, 281, 203 and a matched LinkedIn profile for Victoria Cooper, Cdfa®, Cva®, Mba.

Victoria Cooper, Cdfa®, Cva®, Mba previously worked as Wealth Advisor at Centric Wealth and Master SCUBA Diver Trainer at Padi. Victoria Cooper, Cdfa®, Cva®, Mba holds Mba, Investment Management from Rice Business - Jones Graduate School Of Business.

Company email context

Email format at New Path Financials LLC

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New Path Financials LLC

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Profile bio

About Victoria Cooper, Cdfa®, Cva®, Mba

Victoria has spent the last few years providing financial life management, risk management, and asset management services to her clients. Previously, she spent over 10 years in dispute and expert testimony work both in family law and intellectual property and commercial damages. With an extensive background in investment management she enjoys helping with everything related to personal finance from getting people get out of debt to planning for retirement to developing tax strategies within a financial plan. Victoria holds her securities license, life insurance license, is a Certified Valuation Analyst®, Certified Divorce Financial Analyst® professional, and is fluent in French.In addition, she is a mom, wife, and scuba instructor. Specialties: Wealth Management, Financial Planning, Divorce Financial Planning, Investment Management, Tax Strategies, Life Insurance, Budgeting, and Business Valuation.

Current workplace

Victoria Cooper, Cdfa®, Cva®, Mba's current company

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New Path Financials LLC
New Path Financials Llc
Owner
Magnolia, TX, US
Employees
20
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8 roles · 26 years

Victoria Cooper, Cdfa®, Cva®, Mba work experience

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

Owner

New Path Financials Llc

Magnolia, Tx, Us

Wealth Advisor

Current

Houston, Texas, United States

A fee-based Registered Investment Advisor (RIA) focused in financial life management, risk management, and asset management.

Jan 2018 - Present

Master Scuba Diver Trainer

Current

Houston, Tx

Independent SCUBA instructor able to certify divers for PADI Open Water, Advanced, Rescue, Divemaster, various Specialties, and Emergency First Response which includes CPR, AED, first aid and care for children and provide private consultation and advice to those interested in purchasing SCUBA equipment.

Aug 2007 - Present

Manager

Houston, Tx

A consulting firm providing financial, economic, and accounting analysis. Services include: Intellectual Property, Complex Business Litigation, and Forensic Accounting.Provided financial and economic consulting services in connection with intellectual property and commercial damages disputes and accounting and financial investigations. Assisted clients on engagements involving patent and copyright infringement, misappropriation of trade secrets, lost wages, and breach of contract. Supervised engagements and staff as project manager for a variety of intellectual property, forensic, and litigation matters.

Sep 2009 - Jan 2018

Senior Consultant

Houston, Tx

(formerly UHY Advisors FLVS, Inc.) An accounting and consulting firm that provides services related to commercial litigation, fraud and forensic accounting, family law, business valuation in addition to tax and audit services.Assisted clients to consult on complex matters involving family law and forensic accounting. Researched appropriate accounting and financial standards to perform fraud investigation. Analyzed financial accounts, real estate, tax, and various documents to determine the characterization of assets and create economic contribution claims for over 20 clients. Created 50 models to trace assets and establish division of property.

Jul 2007 - Aug 2009

Analyst (Internship)

Spring Street Partners, Lp

Houston, Tx

A Hedge fund managing $75 million in assets with a portfolio focused on distressed equities.Researched various industries and markets, concentrating on distressed equities; analyzed business plans, strategies, financials, economic factors, and capital structures for investment decisions and valuing publicly-traded equities. Performed portfolio and stock valuation analysis using pro forma and technical analysis and created models and tear sheets to communicate buy/sell status of stocks to portfolio manager.

May 2006 - Aug 2006

Sales Assistant

Soundview Technology Group

Old Greenwich, Ct

(Schwab Soundview Capital Markets) A technology-focused securities and investment banking firm known primarily for its equity research on technology and other growth oriented companies.Supported six institutional brokers operating in international and domestic markets by responding to client inquiries, conducting research, and obtaining quotes. Created and maintained 20 marketing agendas, in French and English, annually in the UK, France, Italy, Germany, Sweden, Norway, and the Netherlands for individual analysts, company management, and sales staff. Compiled earnings reports for 60+ reporting companies including ranking, estimates, and conference call and web cast information.

2002 - 2004 ~2 yrs

Analyst

Stamford, Ct

(formerly Telekurs Financial) A subsidiary of SIX Group, a financial data vendor which gathers information from all the world's major trading venues directly and in real-time with a database of more than 20 million financial instruments. SIX Financial Information provides reference data and pricing, market data, regulatory compliance, display products and solutions.Answered numerous client queries per month requiring customized research to provide accurate information for investment decisions. Supervised staff of five to research and enter data into the system, for securities identified by clients. Received commendation for instituting strong process control. Recorded daily stock options, dividends, and corporate actions; splits, purchase offers, and mergers into reference database, for equities research.

2001 - 2002 ~1 yr
Team & coworkers

Colleagues at New Path Financials LLC

Other employees you can reach at centricadvisor.com. View company contacts for 20 employees →

4 education records

Victoria Cooper, Cdfa®, Cva®, Mba education

Ba, Economics/French

Activities and Societies: French Honorary Society, French Department Fellow, Women's Golf ClubJunior Year in France, Sweet Briar College.

Education record

Darien High School
FAQ

Frequently asked questions about Victoria Cooper, Cdfa®, Cva®, Mba

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

What company does Victoria Cooper, Cdfa®, Cva®, Mba work for?

Victoria Cooper, Cdfa®, Cva®, Mba works for New Path Financials LLC.

What is Victoria Cooper, Cdfa®, Cva®, Mba's role at New Path Financials LLC?

Victoria Cooper, Cdfa®, Cva®, Mba is listed as Owner at New Path Financials LLC.

What is Victoria Cooper, Cdfa®, Cva®, Mba's phone number?

AeroLeads has found 6 phone signal(s) with area code 713, 281, 203 for Victoria Cooper, Cdfa®, Cva®, Mba at New Path Financials LLC.

Where is Victoria Cooper, Cdfa®, Cva®, Mba based?

Victoria Cooper, Cdfa®, Cva®, Mba is based in Greater Houston, United States while working with New Path Financials LLC.

What companies has Victoria Cooper, Cdfa®, Cva®, Mba worked for?

Victoria Cooper, Cdfa®, Cva®, Mba has worked for New Path Financials Llc, Centric Wealth, Padi, Stoneturn, and Bdo Usa, Llp.

Who are Victoria Cooper, Cdfa®, Cva®, Mba's colleagues at New Path Financials LLC?

Victoria Cooper, Cdfa®, Cva®, Mba's colleagues at New Path Financials LLC include Thania Perdomo, Eric Gin Wai Lian, Joe Ingram, Oscar M., and Dr. Michelle Deselle.

How can I contact Victoria Cooper, Cdfa®, Cva®, Mba?

You can use AeroLeads to view verified contact signals for Victoria Cooper, Cdfa®, Cva®, Mba at New Path Financials LLC, including work email, phone, and LinkedIn data when available.

What schools did Victoria Cooper, Cdfa®, Cva®, Mba attend?

Victoria Cooper, Cdfa®, Cva®, Mba holds Mba, Investment Management from Rice Business - Jones Graduate School Of Business.

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