Phillip E. Cook,  CFP<sup>&reg;</sup> - Financial Advisor

Phillip E. Cook, CFP®

Cook and Associates

818 Manahattan Beach Blvd, Ste 200
Manhattan Beach, CA 90266
(310) 545-6700


Phillip Cook is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cook and Associates in Manhattan Beach, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 65, 66

Designations & Certifications


Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Medical & Health Issues, Nontraditional Households


Helpful Financial Planning Resources