Will Your Nest Egg Last Longer Than You Do?- Episode 147
August 15, 2023
Meet Rashard J. Cook
Vice President, Wealth Manager at Lucia Capital Group
Together, we’ll craft a personalized strategy to help you work towards your financial goals.
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(800) 644-1150
Connect with Rashard J. Cook
Rashard J. Cook Associates
Rashard J. Cook
Vice President, Wealth Manager
Rashard J. Cook is a vice president and wealth manager at Lucia Capital Group and has been part of the team since 2011. Previously, he worked for Realty Capital Securities. Rashard graduated from the University of Southern California and currently holds the following industry licenses: CA insurance license #0I19585, Series 7, Series 63, and Series 66 (held with LPL Financial).
As a wealth manager primarily serving the San Diego, CA, and Houston, TX, areas, Rashard provides comprehensive financial planning services for his clients. Rashard is well versed in designing and implementing portfolios utilizing The Bucket Strategy® and focuses on planning areas such as tax-efficient withdrawal strategies, alternative investments, and long-term care (among many other retirement planning strategies).
Outside of work, Rashard enjoys traveling and playing golf.
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Schedule a meeting with Rashard J. Cook
Step 1: Introductory Call
It all starts with a phone call that allows us to get to know each other and to find out if our advice and philosophy are a good match for your situation. During this call we’ll get into what your specific goals are, where you’d like to be in the future, and how we may be able to help you get there.
Step 2: Meet with Your Advisor
During this meeting, you'll see exactly how we would implement your strategy and what it would look like to work together. At this point, we'll ask you to take some time to think about whether you believe if we're the right fit for you. It's important that you make an informed decision, and we encourage you to take whatever time is necessary.
Step 3: Getting Started
If we all believe this is a good fit, we'll begin the process to get you on board as a client of the firm. We'll take you through our client agreement, your investment policy statement, and the initial logistics of implementing your financial plan.
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