Jason M. Cooke, CFP®
President, Advisor Associate
Jason is president of Herrmann & Cooke, Inc. (formerly Herrmann Financial Services) and a CERTIFIED FINANCIAL PLANNER TM professional.
Jason specializes in advising clients on strategic planning issues, including portfolio management and diversification, retirement planning, income tax strategies, and estate planning. He also manages client service, new-business development, investment research, reporting, trading, and the firm's technology services.
Jason's professional career includes working for Bechtel Engineering and with GT Global Investment Services prior to joining our firm in 1995. Jason's 20 years with the firm include nine years as a securities broker, he now works solely as a fee-based advisor. He is a graduate of California State University, Long Beach.
Jason's community service includes serving as an appointee to the City of Walnut Creek's Blue Ribbon Task Force on Fiscal Health in 2011. He is a member of the East Bay chapter of the Financial Planning Association and is a past president of the Tri-Valley Executives Association.
Jason is a board member and treasurer for Lake Lakewood Association in Walnut Creek. He also serves as an Advisory Board member on the Walnut Festival Association, responsible for the festival's annual Run for Education. Jason is an avid runner who coaches Saint Mary's CYO cross-country team in the fall.