Jason
Cooke
CFP®
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.
