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“Our goal is to keep you focused on where you want to go, advise you on how to get there, and remind you to maintain a disciplined approach to realizing or maintaining financial independence.”
—Jason Cooke, CFP®
Schedule a Meeting
We’re Herrmann & Cooke, an experienced team of investment advisors and financial planners, with offices in Danville, California.
To schedule a meeting, click here for our inquiry form, or call us at (925) 831-0200 or (800) 434-6837.
2013 Five Star Wealth Manager Herrmann & Cooke
Herrmann & Cooke received the prestigious Five Star Wealth Manager recognition in 2011, 2012, and 2013. Our advisors are all CERTIFIED FINANCIAL PLANNER™ professionals who abide by the CFP Board’s fiduciary standard to act in the utmost good faith, in a manner they reasonably believe to be in the best interests of the client. Read more >