Daniel H. Cole

Cook and Associates in Manhattan Beach is an established full-service financial planning firm founded in 1974. Led by CFP® Phil Cook, the team leverages cutting-edge Morningstar Advisor software to analyze risks, optimize portfolios, and integrate various financial aspects like investments, retirement, tax planning, estate planning, and risk management for maximum efficiency. The firm's approach emphasizes attention to detail, focusing on the little things that can lead to significant outcomes, as exemplified by their commitment to providing personalized financial solutions. Cook and Associates, in affiliation with LPL Financial, prioritizes client education and engagement, encouraging inquiries and discussions to ensure tailored strategies that address individual financial goals and circumstances. Generated from the website content

Wallender Associates, founded in 1989, boasts over 25 years of experience in providing cost and schedule support for project managers across various industries. With a portfolio of proprietary projects worth more than $1.2 billion, the firm has collaborated with notable clients such as Boeing, Raytheon, and the U.S. Air Force. The team at Wallender Associates is proficient in an array of project management tools, including Microsoft Project and Primavera, and offers hands-on support to enhance their clients' existing skill sets. By working closely with client teams, they ensure a seamless integration of expertise to drive project success. Generated from the website

Pacific Retirement Advisors is a financial advisory firm based in Manhattan Beach, CA, specializing in retirement planning services. With a focus on personalized strategies, they assist clients in navigating the complexities of retirement investments and wealth management. The team at Pacific Retirement Advisors offers tailored solutions to help individuals achieve their long-term financial goals and secure their financial future during retirement. Through comprehensive analysis and expert guidance, they strive to provide clients with peace of mind and financial security. Generated from their business information