(800) 644-1150

Meet Rashard J. Cook

Vice President, Wealth Manager at Lucia Capital Group

Together, we’ll craft a personalized strategy to help you work towards your financial goals.

Give us a call

(800) 644-1150

Rashard Cook
Rashard Cook

Connect with Rashard J. Cook

(800) 644-1150 ext. 1059
Lucia Capital Group Corporate Headquarters
16789 Bernardo Center Drive
San Diego, CA 92128

Rashard J. Cook Associates

Rashard J. Cook

Vice President, Wealth Manager

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.

See Rashard in Action

Retirement planning start with education

View our full range of on-demand videos, articles, and live events dedicated to helping you understand financial planning and investing.

How can we help you the most?

Schedule a meeting with Rashard J. Cook

Step 1: Introductory Call

It all starts with a phone call that allows us to get to know each other and to find out if our advice and philosophy are a good match for your situation. During this call we’ll get into what your specific goals are, where you’d like to be in the future, and how we may be able to help you get there.

Step 2: Meet with Your Advisor

During this meeting, you'll see exactly how we would implement your strategy and what it would look like to work together. At this point, we'll ask you to take some time to think about whether you believe if we're the right fit for you. It's important that you make an informed decision, and we encourage you to take whatever time is necessary.

Step 3: Getting Started

If we all believe this is a good fit, we'll begin the process to get you on board as a client of the firm. We'll take you through our client agreement, your investment policy statement, and the initial logistics of implementing your financial plan.

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