Larry & Katie Cook
Fax: (858) 623-8694
Phone: (858) 623-8676
San Diego, Ca 92122
8910 University Center Lane #300
Cook & Cook Associates
Larry has a Masters degree in Finance from San Diego State. He is also a Chartered Life Underwriter (CLU), & has completed course work for Chartered Financial Consultant (CHFC), & Certified Financial Planner (CFP) designations. Katie has a Bachelor of Science degree from the University of Oregon. Completed course work includes industry training in Life/Health/Disability and Group Benefits Underwriting. Combined, we have 33 years experience in Integrated Financial Planning Services, consisting of Estate Planning, Economic Planning, Business Planning, Life insurance Planning, and Retirement Planning. Larry & Katie do not charge fees for services. They are compensated by commissions on the products they sell, as well as through continuing client referrals.
Larry & Katie are active in their church, The Del Mar Rotary Club, and the Easter Seal Society of Southern California, a non-profit agency providing direct services to persons with disabilities; where Larry also serves as a member of the Board of Directors.
Larry & Katie spend approximately 150 hours a year in continuing education courses/classes and seminars related to their business.
BUSINESS BACKGROUND:
Financial Planning and Insurance Services
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