Kristen Cooper is the Founder and CEO of WealthLogix and an active life and annuity advisor. She is also the owner and president of Axios Capital Strategies, a retirement planning firm in St. George, Utah.
Her advisory work centers on tax-free retirement income, including how indexed universal life (IUL) and fixed indexed annuities (FIA) fit into a retirement plan, and on Social Security claiming strategy. She holds the National Social Security Advisor (NSSA®) certificate, and her background includes real estate portfolio management.
She built WealthLogix because the software she needed in her own client meetings didn't exist. Full planning tools treated FIA and IUL as a footnote, and the tools that did model them were dated and produced only a static PDF. WealthLogix gives advisors web-based, interactive presentations built specifically for these products.
Kristen earned a B.S. in Sociology from the University of San Diego.