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Cooke Wealth Management is an independent wealth management firm based in Irvine, California, dedicated to providing personalized financial planning and investment management services. With over 40 years of combined industry experience, the firm aims to help families achieve their financial goals while offering honest guidance rooted in biblical principles. Specializing in investment management, retirement planning, and wealth transfer strategies, Cooke Wealth Management focuses on creating custom financial plans tailored to individual needs. The firm has successfully served over 100 families, managing more than $100 million in assets, helping clients navigate their financial futures with confidence. Generated from the website

Incorporated in 1999, Index Funds Advisors Inc. (IFA) is a fee-only independent financial advisor registered with the United States Securities and Exchange Commission. Based in Irvine, Calif., the company provides a wide range of financial advisory services, including wealth management by utilizing returns-optimized, globally diversified and tax-managed portfolios of index funds. Index Funds Advisors Inc. (IFA) is a Dimensional Fund Advisors (DFA) approved financial advisor and advises clients to invest in index mutual funds (passive asset class funds).

Our wealth management advisors in TIAA’s Irvine, CA office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The Irvine, CA office is a smaller satellite office, so please call today to schedule an appointment (877) 209-3140.