Cooke Wealth Management, LLC

Cooke Wealth Management is an independent financial planning and investment management firm based in Irvine, California, serving Orange County and Southern California. We help families achieve financial confidence and contentment through personalized investment management and retirement planning, grounded in biblical principles.

Our mission is to guide clients to true financial success that supports their most deeply-held goals, avoiding costly mistakes and fostering a sense of peace and security. We provide custom-built investment portfolios designed for growth, stability, and income, alongside comprehensive financial planning to help you make smart, long-term decisions.

With over 40 years of combined industry experience and a commitment to fiduciary guidance, Cooke Wealth Management offers a unique approach, integrating faith and practice to empower clients to live a fulfilling life. We are proud to serve over 100 families and manage over $100 million in assets. Financial Planning, Investment Management, Retirement Planning, and Wealth Transfer are at the core of our services.