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John T. Cooke, CFP®

Cooke Wealth Management, LLC

4695 MacArthur Ct
Ste 480
Newport Beach, CA 92660
Phone: (949) 724-3880
Fax: (949) 622-9001

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Life Planning
  • Retirement
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.