Business Details
Your Trusted Partner for Financial Planning & Investment Management
Cooke Wealth Management is a father-daughter financial advisory team with over 40 years of combined experience in investment, tax, and financial planning. We specialize in providing personalized investment management and financial planning services grounded in biblical principles, academic research, and practical expertise. Our fiduciary duty ensures we prioritize client needs above all else, offering fee-only services without product commissions. We serve families across Orange County and Southern California, helping them achieve financial confidence through customized strategies for growth, retirement, and wealth transfer.Our approach integrates biblical stewardship with evidence-based financial planning to empower clients to make informed decisions aligned with their values. With certifications including Certified Financial Planner (CFP) and Certified Kingdom Advisor (CKA), we combine technical excellence with ethical integrity. Our mission is to simplify complex financial matters while fostering long-term client relationships built on trust and shared values. We are committed to ongoing education, community service, and maintaining the highest standards of professional conduct.
Services
Investment Management
Retirement Planning
Financial Coaching
Wealth Transfer
Biblical Stewardship
Highlights and features
- We are fiduciary advisors legally bound to act in your best interest
- Our fee-only model eliminates conflicts of interest from product commissions
- We integrate biblical principles with evidence-based financial strategies
- Over 40 years of combined experience in investment and tax planning
- Personalized service tailored to your unique financial situation and values
Associations and certifications
- Certified Financial Planner Board of Standards
- Kingdom Advisors
Services
Investment Management
Custom-built investment portfolios designed for growth, stability, and income. We implement strategic asset allocation based on 80+ years of market data and your unique risk profile. Our approach combines academic research with biblical stewardship principles to help preserve and grow your wealth over time.
Retirement Planning
Comprehensive retirement planning to determine sufficient savings and optimize income streams. We analyze your current financial position, project future needs, and create tax-efficient withdrawal strategies to help ensure your retirement funds last throughout your lifetime.
Financial Coaching
Personalized financial guidance through structured coaching programs. We help clients develop customized plans covering goal setting, cash flow management, insurance planning, and implementation of biblical financial principles for long-term financial health.
Wealth Transfer
Tax-efficient strategies for transferring wealth to future generations. Our coordinated approach combines estate planning tools with investment management to help preserve family wealth while minimizing tax liabilities and administrative complexities.
Biblical Stewardship
Integrating biblical principles into financial decision-making. We help clients align their financial strategies with Christian values through charitable giving strategies, contentment-focused planning, and ethical investment approaches that honor their faith commitments.
People
John T. Cooke
President and Founder
With over 35 years of experience, John is a CERTIFIED FINANCIAL PLANNER and Certified Kingdom Advisor. He specializes in comprehensive financial planning for families and executives, combining technical expertise with biblical stewardship principles. He previously taught at UC Irvine's financial planning program.
Juliette Cooke
Vice President
A CERTIFIED FINANCIAL PLANNER and Certified Kingdom Advisor, Juliette brings strategic planning expertise from her corporate leadership background. She focuses on helping clients achieve financial success through personalized investment strategies and biblical financial principles.
James Schauffele
Client Services Specialist
James provides operational support with 16 years of client service experience. He ensures smooth administrative processes while maintaining a commitment to excellence in client interactions and technical proficiency.
Questions
What type of clients do you work with?
We primarily serve families in Orange County and California preparing for or living in retirement, those with substantial assets seeking tailored investment management, and professionals building financial foundations.
What financial planning services do you offer?
We provide retirement planning, investment management, income protection, estate planning, and biblical stewardship guidance through personalized Financial Coaching programs aligned with your values.
What is included in a typical financial plan?
Each plan is unique but typically includes retirement strategies, investment analysis, tax considerations, insurance planning, and estate strategies tailored to your specific goals and circumstances.
What is your fee structure?
We charge flat fees for services: investment management fees start at 1.2% annually (decreasing with assets), and financial coaching starts at $3,250 depending on complexity.
How do you approach investment management?
We use a conservative, evidence-based approach balancing growth and preservation, with diversified portfolios aligned to your risk tolerance and long-term goals.
