Jason M. Cooke,  CFP<sup>&reg;</sup> - Financial Advisor

Jason M. Cooke, CFP®

Director, Financial Planning

Edelman Financial Engines

370 Diablo Rd, Ste 201
Danville, CA 94526
(925) 831-0200

General

Jason Cooke is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Edelman Financial Engines in Danville, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Retirement, Starting a Family, Sudden Wealth

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