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Rashard J. Cook is a vice president and wealth manager at Lucia Capital Group and has been part of the team since 2011. Previously, he worked for Realty Capital Securities. Rashard graduated from the University of Southern California and currently holds the following industry licenses: CA insurance license #0I19585, Series 7, Series 63, and Series 66 (held with LPL Financial).
As a wealth manager primarily serving the San Diego, CA, and Houston, TX, areas, Rashard provides comprehensive financial planning services for his clients. Rashard is well versed in designing and implementing portfolios utilizing The Bucket Strategy® and focuses on planning areas such as tax-efficient withdrawal strategies, alternative investments, and long-term care (among many other retirement planning strategies).
Outside of work, Rashard enjoys traveling and playing golf.
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