Phillip Cook CFP
Cook and Associates is an independently owned full-service financial planning firm based in Manhattan Beach, California, established in 1974 by Phillip Cook, a CERTIFIED FINANCIAL PLANNER™. The firm utilizes advanced Morningstar Advisor software to integrate various financial aspects, including investments, retirement, tax planning, estate planning, and risk management, to optimize financial efficiency for its clients.
Dedicated to providing personalized financial advice, Cook and Associates emphasizes the importance of understanding beneficiaries and the implications of financial decisions. The firm remains committed to helping clients navigate their financial journeys while ensuring that their financial statements reflect more than just numbers.
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