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Juliette A. Cooke
VP & Personal Financial Advisor
CFP®, Certified Kingdom Advisor®
My Approach
I work with clients to align their finances with what matters most to them through personalized investment & financial planning grounded in Biblical principles, designed to provide clarity and confidence for the road ahead.
The Clients I Serve
Executives, GenX, Pre-Retiree, Retirees or Seniors
Major Milestones I Specialize In
Early Retirement or Financial Independence, End of Life and Legacy Planning, Retirement Planning, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Personal finances can often be complex and confusing, and it can be difficult to know if you're making the right decisions for you and your family, this is where we come in. With personalized investment management & financial planning geared toward achieving your goals, avoiding costly mistakes, and seeing you enjoy more financial confidence - less worry! At Cooke Wealth Management, we are a father-daughter team focused on personalized wealth management from a Biblical perspective. For over 20 years, we've helped Southern California families carefully and strategically plan for their future. We work to help you grow and preserve your wealth with purpose and peace of mind. As a fee-only, independent Registered Investment Advisory (RIA) firm we are committed to using our experience and expertise to guide and empower clients. Visit our website or give us call to get started today!
Disclosures
Planning and investing results may vary. There is no guarantee you will experience the benefits mentioned. All investing involves risk, including the potential loss of principal.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.