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Allyson C

CFP®, Series 63

Altoona, WI

Facet

Allyson Cooper is a CFP®-credentialed financial advisor with four years of industry experience, currently serving at Facet in Altoona, WI. Her prior experience includes roles at The Vanguard Group and Bankers' Bank. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services with a focus on holistic financial planning and discretionary asset allocation primarily using ETFs. The firm operates at scale with about 84 advisors and emphasizes technology-driven features such as machine-learning recommendations for employer plan accounts.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Retirement income strategy
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