Consult & Plan.
Advise & Manage.
Financial Roadmaps.


“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®, President

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We’re Herrmann & Cooke, an experienced team of investment advisors and financial planners, with offices in Danville, California.  We’ve been serving clients in the Bay Area and in over 180 cities nationwide for over 30 years.

  • We design personalized financial roadmaps, providing clients with time-tested solutions and an exceptional level of service.
  • We’ll consult and plan with you, your family, or business partners, to understand your needs, and to help you achieve your goals.

  • As fee-based fiduciary advisors—we put your interests first.

Call us today to schedule a meeting, to request a portfolio review, or to learn more about how we can advise you, your family, or business.

We look forward to meeting with you soon.

Schedule a Meeting

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925-831-0200 • 800-434-6837