Noel Cooper, CFP®

Noel oversees the planning process at Walled Lake Planning & Wealth Management, ensuring that clients receive personalized, well-rounded financial strategies. By integrating investment management, taxation, and estate planning, he creates cohesive plans that align with each client’s long-term objectives. His method emphasizes building trust and delivering carefully crafted solutions.
Current Book:

Frankenstein; or, The Modern Prometheus 1818 edition

Recent Trip:
Went to Zurich, Vienna, Prague, and Munich
Favorite Locale:
Quebec City
Favorite Book :
The Fountainhead

Professional & Personal Journey

Noel began his career at Bear Stearns as a cold caller in 1998 and later joined Oppenheimer & Co., ultimately joining Howard Klieger’s team. In 2003, the team moved to RBC Wealth Management where Noel continued to build his expertise in financial planning and investment management ultimately attaining his Certified Financial Planner certificate. In 2018, Noel co-founded Walled Lake Planning & Wealth Management. He holds a degree from the University of Illinois at Chicago, as well as Series 63, and 65 licenses, and is a Certified Financial Planner® professional.

Noel and his wife Nancy live in Highland Park, where they stay busy herding their three children around. They share a love for travel, making a yearly family trip abroad, and have a deep appreciation for art as patrons of several museums. In his free time, he enjoys reading art, classic fiction, playing cards, tennis, given Highland Park’s close proximity to the Lake and Chicago enjoying the many wonderful cultural and public amenities at our disposal.