Aaron G. Cook, APMA®

Aaron works with clients to identify their specific goals or business objectives and collaborates with them to develop a customized approach to work toward those goals.  Aaron oversees portfolio construction, portfolio management, risk management, tax, business and estate planning strategies to help clients pursue their desired outcome.

Aaron is an APMA® an Accredited Portfolio Management Advisor, serving clients for over 25 years through multiple market and economic cycles. He has held positions from financial advisor to the President & CEO of Capital Markets for public, private and Institutional investment funds making him uniquely qualified in portfolio design, investment selection, investment products, services and costs.

When he is not working with clients Aaron is spending quality time with his family and trying to raise two ethical and responsible kids. Aaron is a black belt and still trains and competes in Brazilian Jiu Jitsu where he is a two-time Master World Champion.  He is a former men's USA Rugby Division One player and national champion runner up and his community involvement includes Project Hope Alliance, Newport Heights Foundation, Hoag Hospital 552 Foundation Member, Surfrider Foundation &The American Red Cross. 

Aaron is a general securities principal (Series 24), financial and operations principal (Series 27), a registered investment advisor representative (series 66) and holds his series 7 and 63 licenses with LPL Financial.  He graduated from the University of California at Santa Barbara and lives with his family in Newport Beach, CA.

CA Insurance License #OB94305, Series 7, 65, 66, 24, 27