Jason

Cooke

CFP®

picture of a planner

Here to act in your best interests

About me

I’ve spent my career of 20+ years being a trusted advisor, coach, mentor and knowledge source to those striving for financial independence. When I’m not helping my clients, I am secretly trying to run every marathon in California – eventually.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Science, Criminal Justice - California State University, Long Beach

Visit one of our Locations

San Francisco II - Danville

370 Diablo Road

Suite 201

Danville, CA 94526

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

The latest insights from our experts

    Determine Your Tax Filing Status as a Qualifying Surviving Spouse

    Get boomerang kids back on their feet

    Unlock the benefits of a tax loss harvesting strategy

    January Market Insights