Steven Cooney

Steven Cooney

Financial Advisor

Steven Cooney is a Financial Advisor at Platinum Wealth Solutions of Texas, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.

As a Financial Advisor, Steven is uniquely qualified to address the diverse needs of each client as they financially prepare for their future. He is committed to positively impacting the lives, lifestyles and legacies of individuals, families and business owners throughout the community. 

Upon graduation from San Jose State University, Steven was commissioned into the United States Air Force as a Second Lieutenant. He served for six years as a Cyberspace Operations Officer and obtained the rank of Captain. Steven served as a Flight Commander for both the 319th Communications Squadron and the 531st Intelligence Squadron.

Upon leaving the military, he transitioned into a career as a Financial Advisor with Merrill Lynch Wealth Management before joining Platinum Wealth Solutions in 2019. Steven is a teacher at heart who is passionate about educating his clients to help them make sound decisions while pursuing their financial goals.

Mission Statement

Steven’s mission is to serve and aide others in pursuing their financial potential, understanding that intentional planning and maintaining discipline toward your financial goals may ultimately change lives and leave a legacy for a family.

Education

  • Santa Clara University
    • Economics
  •  San Jose State University
    • Detachment 045’s Air Force ROTC Program

Professional Designations

  • FINRA Series 7
  • FINRA Series 66
  • Group I Life Accident and Health License