WEALTH ADVISOR
Bobby Cope, MS, CFP®, CPWA®
Bobby Cope provides comprehensive financial planning services, helping clients navigate budgeting, insurance and risk management, investment planning, tax strategies, retirement income, and estate planning. As both a Certified Financial Planner™ practitioner (CFP®) and a Certified Private Wealth Advisor® professional (CPWA®), Bobby has met the rigorous education, experience, and ethical standards required by the CFP® Board and the Investments & Wealth Institute®.
Bobby serves clients across Birmingham, Mountain Brook, and the greater Alabama area, with a focus on delivering thoughtful, tailored strategies for building and preserving wealth. His commitment to professional excellence was recognized in 2020 when he was named a Rising Star in Money by the Birmingham Business Journal.
Outside of work, Bobby enjoys running half marathons, playing golf and pickup basketball, and watching sports — especially SEC football.
Practice Areas
Education
Bobby holds a Master of Science degree and has earned the Certified Financial Planner™ (CFP®) and Certified Private Wealth Advisor® (CPWA®) designations.
bobby@copewealth.com
Take Control of Your Financial Future
Discover personalized strategies designed to help you plan, invest, and protect your wealth with greater confidence.
Phone:
205-536-7771
Email:
pat@copepw.com
Address:
3300 Cahaba Rd, STE 201, Birmingham, AL, 35223, United States
Cope Private Wealth is an investment adviser registered in Alabama and Texas and able to provide advisory services to clients in these states and other jurisdictions as permitted by exemption.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Past Performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or recommendation to buy, sell or hold a security. No recommendation or advise is being given as to whether any investment strategy is suitable for an particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks "CPWA®," and "Certified Private Wealth Advisor." Use of CPWA®, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.
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