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Financial Advisor

Cooke Wealth Management
Robert Trommler, Financial Advisor

Cooke Wealth Management
4695 MacArthur Court, Suite 480
Newport Beach, Ca. 92660

Website:    www.cookewealthmgmt.com
Email:        Robert@cookewealthmgmt.com
Phone:       (949) 724-3880

Robert is in his eighth year in the Financial Services industry. Prior to joining Cooke Wealth Management, he was part of the Wells Fargo Advisors team.

Cooke Wealth Management is a Christian (fee only) advisory firm that specializes in creating client investment strategies that are founded in Biblical and Stewardship principles. 

The firm offers an exclusive process for making financial decisions through the lens of Biblical Stewardship that helps to reduce complexity, fulfill priorities and ultimately experience more contentment in life-style decisions, investing, retirement, estate planning and wealth transfer.

Robert is a member of Kingdom Advisors (a Christian Financial Professionals network that trains and equips its members to conduct their practice in accordance with Biblical principles). He and Renee’ (his wife of 15 years) are supporters of Campus Crusade for Christ and Robert is also a contributing participant in the Orange County Chapter of Financial Planners Association. 

Robert is a Registered Financial Advisor and a Licensed Insurance Agent and he has lived in Orange County since 1977 and holds a Bachelor of Science degree (Mechanical Engineering) from Purdue University.


Media References

Electronic Commerce International
18-Sep-2013

CEO Space, Las Vegas
20-Jul-2013

HAPPY NEW YEAR!
02-Jan-2013

CGF Thank You Letter
17-Sep-2012

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