Cook and Associates is an independently owned and operated full-service financial planning firm located in Manhattan Beach, CA. Established in 1974, the firm is led by Phillip E. Cook, a Certified Financial Planner (CFP) with extensive experience in the industry. They offer a range of services including investment advice, retirement planning, tax planning, estate planning, and risk management. With cutting-edge software and a holistic approach, Cook and Associates strive to optimize financial efficiencies for their clients.
Mogul Wealth Management, Inc., a separate entity from Cook and Associates, partners with LPL Financial to provide investment services. The financial consultants associated with LPL Financial are registered representatives and offer securities through LPL Financial, a member of FINRA and SIPC. They work with residents of specific states and provide personalized investment advice tailored to individual needs and goals.
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