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Jason

Cooke

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picture of a planner

Here to act in your best interests

About me

I’ve spent my career of 20+ years being a trusted advisor, coach, mentor and knowledge source to those striving for financial independence. When I’m not helping my clients, I am trying to run every marathon in California – eventually.

Certifications

CERTIFIED FINANCIAL PLANNERâ„¢

Education

Bachelor of Science, Criminal Justice - California State University, Long Beach

Visit one of our Locations

San Francisco II - Danville

370 Diablo Road

Suite 201

Danville, CA 94526

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