Cooper Cerulo, Financial Advisor — Equitable Advisors (Wellesley, MA)
Cooper Cerulo is a licensed Financial Advisor and General Securities Principal (Series 24) with over a decade of experience helping individuals, families, and business professionals achieve financial independence through holistic wealth planning. His practice specializes in retirement strategies, employer plan rollovers, and downside-protected growth solutions such as structured investments, RILAs, and advisory portfolios.
Through his Asset-Map discovery process, Cooper builds clear, visual roadmaps that empower clients to make confident, tax-efficient decisions across investments, insurance, and income planning. He leads a growing district of advisors under Equitable Advisors, mentoring new professionals and managing more than 100 client appointments weekly.
Outside of finance, Cooper enjoys time with his two daughters, exploring local restaurants, and traveling throughout New England.