Simon Arrata
About
Simon Arrata is from Great Neck, New York, United States. Simon is currently Founder, Principal and Portfolio Manager at Cooperative Financial, LLC, located in Belmont, North Carolina, United States.
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Cooperative Financial is an Investment Management Firm, which seeks to be the financial wealth partner for our clients through providing customized investment portfolios, providing a holistic approach to wealth management, and seeks to be the trusted advisor for all our clients’ financial needs. We seek to protect and enhance family wealth, to assist our clients with philanthropic endeavors and estate planning, to secure a sound financial future for our clients and their families, to ensure that future generations understand and appreciate the importance of their generational wealth, to ensure that future generations understand their responsibility to protect and grow their family wealth for the generations to come.