Cooke Wealth Management
Investment Management Retirement Planning Resources 949.724.3880 SCHEDULE A DISCOVERY SESSION
Investment ManagementRetirement PlanningResources949.724.3880SCHEDULE A DISCOVERY SESSION
Cooke Wealth Management

> CLIENT PORTAL

Resources

Quarterly Observation:
unsplash-image-UMfGoM67w48.jpg
July 23, 2026
Recent Markets: Q2 2026
July 23, 2026
Read more →
July 23, 2026
Featured Articles:
Six Steps to Prepare for Retirement
Retirement, Investing
Six Steps to Prepare for Retirement
Retirement, Investing

When it comes to retirement, there are several pieces to the puzzle (longevity, expenses, income, savings, inflation, market returns and more). We know it can be overwhelming. So, before we go there, let’s focus on some of things you can control and some of the steps you might take to prepare for your retirement…

Read more →
Retirement, Investing
5 Pillars of Christian Financial Planning
Financial Planning
5 Pillars of Christian Financial Planning
Financial Planning

The five principles of Christian financial planning are necessary to help you become the best stewards of your finances. Read on to learn more!

Read more →
Financial Planning
Things to Remember during Market Volatility
Investing
Things to Remember during Market Volatility
Investing

It's been a rocky 2020 so far, and you can count on market swings to continue and likely challenge your patience as an investor. So what are you to do?

Read more →
Investing
4 Principles of Financial Success
Financial Planning, Investing, Retirement
4 Principles of Financial Success
Financial Planning, Investing, Retirement

Financial success is unique to you. Your priorities and goals help define what financial success means to you. Here’s 4 principles that you can apply to help you get there.

Read more →
Financial Planning, Investing, Retirement
Thinking about Retirement ...
Retirement
Thinking about Retirement ...
Retirement

Prior to COVID-19, you may have been thinking, or dare I say, planning your retirement. With Coronavirus dominating recent attention, our focus is drawn to the present and the thought of retirement may now be in the future. But let’s go back to that thought of retirement…

Read more →
Retirement
Retirement saving TIPs for all ages
Investing, Retirement, Financial Planning
Retirement saving TIPs for all ages
Investing, Retirement, Financial Planning

It's never too early - or late - to consider your retirement.

Read more →
Investing, Retirement, Financial Planning

Select a Blog Category:

Investing Retirement Financial Planning
When the Standard Checklist Falls Short: Estate Planning in Newport Beach
When the Standard Checklist Falls Short: Estate Planning in Newport Beach

Estate planning in Newport Beach requires more than a will. Cooke Wealth Management helps families coordinate trusts, taxes, property, beneficiaries, and charitable goals.

Read More
Financial PlanningJuliette Cooke, CFP®, CKA®August 5, 2026estate planning, newport beach estate planning, wealth transfer planning, high net worth estate planning, california estate planning
Fee-Only Financial Advisor Serving San Clemente and South Orange County
Fee-Only Financial Advisor Serving San Clemente and South Orange County

Looking for a fiduciary financial advisor in San Clemente? Cooke Wealth Management offers fee-only planning for retirement, taxes, investments, and wealth transfer.

Read More
Financial PlanningJuliette Cooke, CFP®, CKA®August 4, 2026biblical stewardship, financial advisor san clemente, fiduciary financial advisor, fee-only financial advisor, san clemente wealth management, south orange county financial advisor
Christian Wealth Management: Faith-Based Financial Planning for Families
Christian Wealth Management: Faith-Based Financial Planning for Families

Build a financial plan that reflects your faith. Cooke Wealth Management helps Christian families align wealth, generosity, and legacy with their values.

Read More
Financial PlanningJuliette Cooke, CFP®, CKA®August 3, 2026christian wealth management, faith-based financial planning, biblical stewardship, biblically responsible investing, christian financial advisor
Multi-Generational Wealth Planning in Orange County: Building a Legacy That Lasts
Multi-Generational Wealth Planning in Orange County: Building a Legacy That Lasts

Explore multi-generational wealth planning strategies that help Orange County families preserve assets, reduce risks, and prepare future generations.

Read More
Financial PlanningJuliette Cooke, CFP®, CKA®July 15, 2026multi-generational wealth planning, wealth transfer planning, Orange County wealth management, fiduciary financial advisor
What Is a Charitable Remainder Trust, and Is It Right for Your Estate Plan?
What Is a Charitable Remainder Trust, and Is It Right for Your Estate Plan?

A charitable remainder trust may help defer capital gains, generate income, and create a charitable legacy. Learn how CRTs work and where they fit.

Read More
Financial PlanningJuliette Cooke, CFP®, CKA®July 14, 2026charitable remainder trust, charitable giving, estate planning, wealth transfer planning
Fee-Only Fiduciary Financial Advisor Servicing Inland Empire
Fee-Only Fiduciary Financial Advisor Servicing Inland Empire

Understand how fee-only fiduciary planning works, what questions to ask, and how to find advice aligned with your financial goals.

Read More
Financial PlanningJuliette Cooke, CFP®, CKA®June 30, 2026fee-only financial advisor, fiduciary financial advisor, financial planning, ee-based vs fee-only advisor
Fee-Only Fiduciary Financial Advisor in Orange County: Why the Standard You Choose Matters
Fee-Only Fiduciary Financial Advisor in Orange County: Why the Standard You Choose Matters

Find a fee-only fiduciary financial advisor in Orange County and understand how fiduciary advice can keep your financial plan focused on your goals.

Read More
Financial PlanningJuliette Cooke, CFP®, CKA®June 29, 2026fee-only financial advisor, fiduciary financial advisor, financial planning
California's Millionaire Tax: What the Surcharge Means for High Earners Now
California's Millionaire Tax: What the Surcharge Means for High Earners Now

High-income Californians face unique tax risks from capital gains, equity compensation, and Roth conversions. Learn what to consider before acting.

Read More
Tax PlanningJuliette Cooke, CFP®, CKA®June 26, 2026california millionaire tax, california income tax, capital gains tax california, high-income tax planning, wealth management
California Capital Gains Tax: Why There's No Preferential Rate and What to Do About It
California Capital Gains Tax: Why There's No Preferential Rate and What to Do About It

California investors can face federal tax, state income tax, and NIIT on a major sale. Explore strategies to plan ahead and manage the impact.

Read More
Tax PlanningJuliette Cooke, CFP®, CKA®June 25, 2026NQDC plans, california capital gains tax, investment tax planning, wealth management
Executive Deferred Compensation Plans: How to Think About the Tax Timing Decision
Executive Deferred Compensation Plans: How to Think About the Tax Timing Decision

Deferred compensation can offer tax advantages, but it also comes with risks. Understand what to review before your election window closes.

Read More
Financial Planning, Tax PlanningJuliette Cooke, CFP®, CKA®June 24, 2026faith-based investing, executive deferred compensation, nonqualified deferred compensation, NQDC plans, executive tax planning
Older
Cooke Wealth Management logo

Cooke Wealth Management
18881 Von Karman Ave., Ste 1420
Irvine, California 92612

949.724.3880
949.724.3880

Create a plan for your financial future.

Schedule a Discovery Session
Cooke Wealth Management
18881 Von Karman Ave, Suite 1420,
Irvine,
United States
9497243880 CWM@cookewm.com

Form CRS - Client Relationship Summary

New Dropdown
About UsInvestment Management Retirement Planning Financial PlanningFAQsResourcesSitemapCLIENT PORTALCONTACT US

Cooke Wealth Management is a Limited Liability Company and Registered Investment Adviser with the U.S. Securities and Exchange Commission (SEC) offering investment advisory services in those states where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. Registration with the SEC does not imply a certain level of skill or training. An investment adviser or Investment Adviser Representative (IAR) may only transact business in a particular state after licensure or satisfying qualification requirements of that state, or if they are excluded or exempted from the state’s investment adviser or IAR requirements. Follow-up or individualized responses to consumers in a particular state by an investment adviser or IAR that involve the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s investment adviser or IAR requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of an investment adviser or IAR, a consumer should visit https://adviserinfo.sec.gov/. Information discussed herein is meant for general illustration and/or informational purposes and should not be considered legal, accounting or tax advice. Nothing on this website should be construed as a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any transaction. Cooke Wealth Management, LLC is not rendering or offering to render personalized investment advice or financial planning advice through this media. The information provided has been compiled to the best of our ability and we believe it to be reliable and is provided for your personal use and informational purposes only. However, the authors make no warranty of any kind, expressed or implied, and will not be held responsible, or liable for errors, or omissions resulting in any loss or damage caused or alleged to be caused, directly, or indirectly, by information contained herein. Links to other web sites are provided as general information sources for use of visitors to our site. Cooke Wealth Management, LLC has not formally evaluated the information provided via these sites and inclusion of these links does not constitute an endorsement of nor referral to any organization. The links provided are maintained by their respective organizations and they are solely responsible for their content. Trademarks are the property of their respective owners.