Meet Ron

With over two decades of experience in the financial services industry, Ron Cooper is a Certified Financial Planner™ dedicated to helping clients achieve their financial goals with confidence. As a financial advisor, Ron puts his clients' best interests first, providing strategic, personalized guidance that empowers business owners, professionals, and retirees to secure their financial futures.

Ron's journey in finance began in 2001 with New York Life Insurance, where he quickly built a reputation for integrity and dedication. In 2005, he transitioned to Eagle Strategies LLC, a Registered Investment Adviser and wholly owned subsidiary of New York Life. There, he has continued to make a profound impact by developing comprehensive wealth management strategies tailored to each client's unique needs.

Ron specializes in retirement planning, investment management, and estate planning, helping clients clarify their financial aspirations and execute strategies that build long-term wealth. His deep understanding of complex financial landscapes, combined with his commitment to client advocacy, makes him a trusted advisor in the industry.

His expertise has earned him prestigious recognition, including the Five Star Wealth Manager award* in Boston Magazine annually from 2012 to 2024. He has also been honored as a Five Star Wealth Manager by The Wall Street Journal and Forbes from 2020 to 2025. In 2023, Shook Research recognized Ron in Forbes as one of the Top 100 Financial Security Professionals in the country, a distinction he is particularly proud of. As a dedicated professional, Ron is an active member of the National Association of Insurance and Financial Advisors (NAIFA), underscoring his commitment to industry leadership and ethical excellence.

Outside of work, Ron values quality time with his two children at their home in Marblehead, MA. An avid athlete, he enjoys training for various competitive events, embracing a balanced approach to both professional success and personal fulfillment.

^{*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products.}

^{The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.}