Phillip E. Cook,  CFP<sup>&reg;</sup> - Financial Advisor

Phillip E. Cook, CFP®

CEO

Mogul Wealth Management, Inc.

818 Manahattan Beach Blvd, Ste 200
Manhattan Beach, CA 90266
FINANCIAL ADVISOR'S WEBSITE
(310) 545-6700

General

Phillip Cook is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Mogul Wealth Management, Inc. in Manhattan Beach, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - CFP

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Medical & Health Issues, Nontraditional Households

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Helpful Financial Planning Resources