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Oct 8, 2025
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Featured Articles:
Six Steps to Prepare for Retirement
Retirement, Investing
Six Steps to Prepare for Retirement
Retirement, Investing
Retirement, Investing
5 Pillars of Christian Financial Planning
Financial Planning
5 Pillars of Christian Financial Planning
Financial Planning
Financial Planning
Things to Remember during Market Volatility
Investing
Things to Remember during Market Volatility
Investing
Investing
4 Principles of Financial Success
Financial Planning, Investing, Retirement
4 Principles of Financial Success
Financial Planning, Investing, Retirement
Financial Planning, Investing, Retirement
Thinking about Retirement ...
Retirement
Thinking about Retirement ...
Retirement
Retirement
Retirement saving TIPs for all ages
Investing, Retirement, Financial Planning
Retirement saving TIPs for all ages
Investing, Retirement, Financial Planning
Investing, Retirement, Financial Planning

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Investing Retirement Financial Planning
Retirement Planning in Orange County: Financial Planners for Every Stage of Life
Retirement Planning in Orange County: Financial Planners for Every Stage of Life

Expert retirement planning in Orange County. Cooke Wealth Management helps you avoid costly mistakes and build secure retirement strategies for every stage of life.

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RetirementJuliette Cooke, CFP®, CKA®September 30, 2025retirement planning, California tax strategies, faith-based financial planning, local retirement advisors
Faith-Driven Finances: Biblical Principles for Financial Planning
Faith-Driven Finances: Biblical Principles for Financial Planning

Discover biblical financial planning principles and faith-driven strategies from experienced Christian financial advisors.

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Financial PlanningJuliette Cooke, CFP®, CKA®September 29, 2025christian financial advice, faith based investing, stewardship principles, christian retirement planning
How to Invest with Faith: Christian Investment Advice
How to Invest with Faith: Christian Investment Advice

In a world that measures success by portfolio size and return rates, Christian investors face a fundamental question: How can you pursue financial growth while honoring God with your resources?

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Financial PlanningJuliette Cooke, CFP®, CKA®September 26, 2025faith-based investing, biblical financial planning, christian wealth management, stewardship principles
Financial Advisor in Newport Beach: Comprehensive Wealth Management
Financial Advisor in Newport Beach: Comprehensive Wealth Management

Looking for a financial advisor in Newport Beach? Learn how Cooke Wealth Management offers values-based guidance, holistic planning, and long-term wealth strategies.

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Financial PlanningJuliette Cooke, CFP®, CKA®September 25, 2025faith based financial advisors, wealth planning in Newport Beach, fiduciary financial planning, estate and legacy planning
Irvine Wealth Management: A Path to Financial Growth & Security
Irvine Wealth Management: A Path to Financial Growth & Security

Discover strategic, tax-efficient wealth management in Irvine. Cooke Wealth Management delivers personalized growth-focused plans designed to help you pursue financial freedom.

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Financial PlanningJuliette Cooke, CFP®, CKA®September 24, 2025financial planning in Orange County, retirement planning in Irvine, investment management strategies
Biblical Wealth Management: Christian Financial Advisors in Orange County
Biblical Wealth Management: Christian Financial Advisors in Orange County

Faith-driven financial planning in Orange County. Partner with Christian advisors who align wealth management with biblical principles and stewardship.

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InvestingJuliette Cooke, CFP®, CKA®August 14, 2025biblical wealth management, Christian financial advisor Orange County, biblical wealth planning
Financial Planning After Marriage: What You Need to Know
Financial Planning After Marriage: What You Need to Know

Unlock financial harmony in marriage: budgeting, joint goals, tax strategy, estate planning—all with personalized, biblically grounded guidance.

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Financial PlanningJuliette Cooke, CFP®, CKA®July 22, 2025marriage financial planning, estate planning after marriage, newlywed financial tips, merging finances after marriage
What Are the 7 Key Components of Financial Planning?
What Are the 7 Key Components of Financial Planning?

Explore the 7 essential pillars of holistic financial planning—from budgeting to estate strategies—through a Christian, fiduciary lens.

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Financial PlanningJuliette Cooke, CFP®, CKA®July 21, 2025faith-based financial planning, retirement planning, estate planning
What Happens to Your Tax Liability with Proper Financial Planning?
What Happens to Your Tax Liability with Proper Financial Planning?

See how smart financial planning reduces tax liability, maximizes benefits, and secures your wealth—tailored with faith‑based insights.

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Financial PlanningJuliette Cooke, CFP®, CKA®July 17, 2025tax liability planning, financial planning strategies, retirement tax tips, estate and gift tax
Integrating Estate and Financial Planning: Strategies for Comprehensive Wealth Management
Integrating Estate and Financial Planning: Strategies for Comprehensive Wealth Management

Learn how merging estate and financial planning creates a unified wealth strategy to protect your legacy, reduce taxes, and align with your values.

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Financial PlanningJuliette Cooke, CFP®, CKA®June 24, 2025estate and financial planning, wealth management strategies, tax-efficient legacy planning
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18881 Von Karman Ave., Ste 1420
Irvine, California 92612

949.724.3880
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Cooke Wealth Management, LLC is a Registered Investment Adviser offering Investment Advisory Services in the state of California. An investment adviser or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's investment adviser or IA rep requirements. Follow-up or individualized responses to consumers in a particular state by a investment adviser or IA rep that involve the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's investment adviser or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of an investment adviser or IA rep, a consumer should contact his or her stated securities law administrator. Nothing on this website should be construed as a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any transaction. Cooke Wealth Management, LLC is not rendering or offering to render personalized investment advice or financial planning advice through this media. The information provided has been compiled to the best of our ability and we believe it to be reliable and is provided for your personal use and informational purposes only. However, the authors make no warranty of any kind, expressed or implied, and will not be held responsible, or liable for errors, or omissions resulting in any loss or damage caused or alleged to be caused, directly, or indirectly, by information contained herein. Links to other web sites are provided as general information sources for use of visitors to our site. Cooke Wealth Management, LLC has not formally evaluated the information provided via these sites and inclusion of these links does not constitute an endorsement of nor referral to any organization. The links provided are maintained by their respective organizations and they are solely responsible for their content. Trademarks are the property of their respective owners.