A complete list of active advisors currently associated with Cooke Wealth Management, LLC

Warmer can help you find a great advisor at Cooke Wealth Management, LLC or one who fits your needs even better.

Cooke Wealth Management serves individuals, families, trusts, estates, and pension clients and manages roughly $136.9 million for about 114 client accounts. The firm provides discretionary investment management alongside ongoing financial planning and a subscription-style financial coaching program, as well as consulting engagements. The firm’s investment approach is long-term and allocation-driven, using Modern Portfolio Theory to build diversified portfolios primarily composed of exchange-traded funds and mutual funds with periodic rebalancing and discretionary trading. Financial planning is presented as an integrated process, beginning with a 90-day foundation plan and continuing coaching that addresses retirement, giving, tax, insurance, and estate topics while explicitly incorporating a Christian stewardship perspective. Cooke is notable among peers for its explicit integration of Biblical stewardship into advice and for both principals holding the Certified Kingdom Advisor credential, which informs parts of its planning framework. The firm also maintains certain legacy third‑party asset-class portfolios it no longer offers to new clients, generally limits trading to pooled fund vehicles rather than individual securities, and does not vote client proxies.

To learn more about the advisors currently working at Cooke Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
John Cooke	Irvine, CA	25
Juliette Cooke	Irvine, CA	9

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