• As Seen In Forbes, September 13, 2016

    A Holistic Approach to Financial Planning
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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®

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    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.

  • 2015 Five Star Wealth Manager Herrmann & Cooke

    Herrmann & Cooke first received the prestigious Five Star Wealth Manager award in 2011, and members of its advisory team have continued to be recognized each year, through 2015. Read the original article in Diablo magazine and view the award selection criteria.