About Cooke Wealth Management


Cooke Wealth Management provides financial planning and investment management tools that seek to help you make your dreams a reality. Our goal is to simplify the complicated when it comes to your finances to help you avoid costly mistakes.

We are a father-daughter team focused on wealth management from a Biblical perspective and over the years have worked with hundreds of families as they navigate their path through the complexities of the financial markets.

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 Our Values


  • We believe that every relationship is a privilege and deserves care and RESPECT.

  • Character and INTEGRITY demand we provide excellent, fair, and objective advice.

  • We seek to apply WISDOM, competence, and good judgement to life - garnered from years of experience and the study of God’s Word.

  • Apart from Jesus CHRIST we can do nothing of lasting value. Therefore we are people of prayer who express our faith through love.

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The Cooke Wealth Management Difference


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Fee-Only Services

You pay a fee just for the services you receive. We will never sell you a product nor receive a commission. We will discuss all our fees upfront.

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Independent Advisor

We are an independent Registered Investment Adviser. We provide personalized financial advice to our clients and do not answer to any corporate agenda.

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Fiduciaries

It’s our job to put your needs first, and we take that commitment seriously. We are held to a fiduciary standard to always work in our clients’ best interests.

Christian Financial Advisors

Biblical Principles

We help you understand how to apply Biblical principles to your financial decisions, so you can be more confident you are managing your resources well. Our advisors have become Certified Kingdom Advisors® and are all active in Kingdom Advisors - a community of Christian financial professionals committed to integrating faith and practice.

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Certified Financial PlannerTM

Our financial advisors have earned the CFP® certification, a recognized standard of excellence that holds our team to the highest of ethical standards. You can trust us to treat you right.

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Personalized Approach

It’s about YOU - you are never just another client with Cooke Wealth Management. We love what we do primarily for the personal long-term relationships we often build. We consider every client relationship a privilege and a responsibility as we work to understand your full financial picture and how it can impact what matters most to you.

 The Power of Biblical Financial Stewardship


It brings key concepts to light, such as God owns it all, the five biblical principles of financial stewardship, and the power of contentment. As Christian financial advisors we seek to help our client’s see their financial lives transformed by applying these principles to their financial decisions.

Principles that regardless of the current economic climate or one’s religious beliefs can help you achieve your financial goals.

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 Meet Our Team


John T. Cooke – President and Founder of Cooke Wealth Management

John T. Cooke

President and Founder of Cooke Wealth Management / CFP® professional, CKA®

As a Personal Financial Advisor, John brings over 35 years of experience helping families, professionals, and key executives in their financial, tax, and investment planning. As a CERTIFIED FINANCIAL PLANNER™* professional, John provides professional financial and wealth planning services to new and existing clients. John previously taught at the University of California Irvine post graduate Personal Financial Planning Certificate Program. He has been a member of Kingdom Advisors for over fifteen years and has received the Certified Kingdom Advisor® designation. Over the years he has found that prosperity brings complexity; more alternatives and responsibility. His sincere desire is to see all clients experience the contentment, gratefulness and generosity that occurs when their financial, social and spiritual lives are in balance.

John serves in various capacities with Mariners Church in Irvine and as a past chairman of the Board of Directors for Every Generation Ministry. John loves fly fishing for trout and steelhead throughout the Pacific Northwest and enjoys woodworking and golf. He and his wife have four adult children.

I Want To Leave My Assets And Business To My Children And Grandchildren. What Are My Options For Legacy Planning?

Juliette Cooke

Vice President and Personal Financial Advisor / CFP® professional, CKA®

She brings energy, fresh insight, and a female perspective to the team. Within her first two years in the industry, Juliette completed a Master’s Certificate in Financial Planning, and obtained the nationally recognized CERTIFIED FINANCIAL PLANNER™* marks. Before joining the team, Juliette graduated from the University of Southern California and was recruited by Nestlé for their national leadership program, where she worked as a team leader gaining valuable experience in business strategy, project management and leadership. Her interest in strategic planning and desire to help others navigate the complexity that comes with finances led her to wealth management. Today, Juliette aims to serve clients through personalized planning and investing to help them achieve financial success that supports what is most important to them.

Juliette lives in Tustin, California, where she enjoys cycling. She attends Rock Harbor Church and volunteers locally in various capacities through her church, the Orange County Rescue Mission, and with Court Appointed Special Advocates (CASA). When time permits, Juliette also loves a good fly fishing trip and traveling.

Stacia Fortner – Client Services Specialist of Cooke Wealth Management

Stacia Fortner

Client Services Specialist

The newest member to the team, Stacia works closely with the advisory team acting as a client’s first point of contact while also supporting the operational and administrative branch of Cooke Wealth Management. Around the office she’s known for her helpful and conscientious demeanor.

Stacia is a graduate of Cal Poly San Luis Obispo with a bachelor’s degree in Business Administration. Prior to her position at Cooke Wealth, Stacia worked for over a decade in accounting, serving her various small business clients throughout Orange County. She is a true ‘numbers girl’ and enjoys managing all the details to help those she works with.

Stacia lives in Tustin, California, but on weekends can be found around Huntington Beach where she’s active in her church community at Compass Bible Church. She enjoys health and fitness, reading a good book at the newest coffee spot or visiting her local vintage store to hunt for treasures.

 Frequently Asked Questions


What type of client do you work with?

We are a fee-only independent financial advisory firm with clients predominantly in the Orange County and greater California area. Some of our clients come to us inquiring about the options available to help pay for their child’s college. Some want to retire with confidence and need to get started planning. And others have accumulated substantial assets and need investment management tailored to them.


Which financial planning services do you offer?

We are committed to equipping our clients with the tools to make wise financial decisions, helping them apply Biblical principles to their unique circumstance. We work with you to answer important life-changing questions, understand your options, and help you make smart financial decisions that can potentially lead to achieving your long-term financial goals.

In our Financial Coaching program, we work with you to build an integrated financial plan, one that focuses on helping you make wise financial decisions as a faithful steward. Together, we work through coaching segments that will give you a process for applying Biblical principles to your financial plan and guidance to make changes that can potentially lead to long-term success.

Based on your needs, we strive to help you build strategies for your desired lifestyle, retirement, investment management, protection of income, and where appropriate, estate and wealth transfer – all from a Christian perspective.


What is included in a typical financial plan?

A typical financial plan isn’t typical - it’s unique to every person and family. We seek to help you navigate your finances, balance your priorities, and make wise financial decisions that can potentially lead to more financial confidence, stability, and contentment. Financial Planning includes a total wealth strategy customized for you and your specific needs. In our Financial Planning and Investment Management services, we focus on bringing clarity and confidence to your financial life. We work to understand where you are now; your situation and values, and provide you with a road-map and support intended to help you accomplish your unique goals.

What is your fee structure?

Fees are charged at a flat rate based on the service provided. Investment management and ongoing planning fees are billed quarterly, as we intentionally do not charge an hourly fee. We do not want our clients to hesitate to contact us fearing incurring an hourly fee; our team is here to support you!

Investment management fees are a percentage of the assets we manage for you. Based on your assets, fees generally start at an annual rate of 1.2% decreasing at defined thresholds as assets increase.

Planning/Coaching fees are determined by the complexity of your unique situation. This allows us to help a range of individuals who can benefit from our services, affordably. Our general Financial Coaching program offers regular sessions over several months with your advisor, provided through subscription-based pricing with an initial first quarter fee followed by an ongoing quarterly rate. All planning fees start at a minimum fee of $2,050, increasing up to several thousand dollars for those with significant assets. As assets grow the complexity of planning grows, and as a result, demands more time and resources.

Regardless of the service, ongoing access to our advisory team is an integral part of every client relationship. All fees are determined and agreed upon prior to the start of our relationship, which may be terminated in-accordance-with the Cooke agreement.


What does it mean to be a fiduciary?

Being a fiduciary means it is our job to put your interests and needs first! As financial advisors and CFP® professionals, we are bound legally and ethically to always work in your best interest. We are held to this strict fiduciary standard in all the work we do for you.


How do you approach investment management?

We take a conservative approach focused on asset preservation while taking advantage of growth opportunities. Our goal is to preserve your lifestyle and protect your legacy for tomorrow. Our structured investing methodology is based on over 80 years of financial market data, academic research, in-depth studies of investor psychology and behavior, and Biblical principles.