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Herrmann & Cooke Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Herrmann & Cooke Wealth Management is a financial services firm that designs personalized financial roadmaps and provides time-tested solutions accompanied by a high level of service. As fee-based fiduciary advisors, the firm emphasizes prioritizing clients’ interests while consulting with individuals, families, or business partners to understand needs and pursue financial goals. Based in Danville, California, the firm operates with a small team and offers advisory services aimed at comprehensive wealth management and planning.

The company positions itself within the wealth management and financial planning sector, offering a fiduciary standard to its clients. Its recent history includes a notable development in 2022 when the firm was acquired by Edelman Financial Engines, underscoring activity within the independent wealth planning and advisory landscape. The firm has previously received industry recognition for its advisory work, reflecting a track record of advisory experience within its market.

Find Herrmann & Cooke Wealth Management employees' phone numbers or email addresses

Herrmann & Cooke Wealth Management Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Herrmann & Cooke Wealth Management's Leadership

  • Ceo at Herrmann & Cooke Wealth Management
    B. H.
    Ceo
    Mobile Phone
  • President, Personal Financial Advisor at Herrmann & Cooke Wealth Management
    J. C.
    President, Personal Financial Advisor
    Mobile Phone
  • Advisor Associate at Herrmann & Cooke Wealth Management
    A.
    Advisor Associate
    Mobile Phone
  • Administrative Assistant at Herrmann & Cooke Wealth Management
    J. C.
    Administrative Assistant
    Mobile Phone
  • Certified Financial Plannerâ at Herrmann & Cooke Wealth Management
    J. C.
    Certified Financial Plannerâ
    Mobile Phone
  • Portfolio Accountant at Herrmann & Cooke Wealth Management
    R. H.
    Portfolio Accountant
    Mobile Phone
  • Portfolio Accountant at Herrmann & Cooke Wealth Management
    T. S.
    Portfolio Accountant
    Mobile Phone
  • Client Service Representative at Herrmann & Cooke Wealth Management
    J. B.
    Client Service Representative
    Mobile Phone

Herrmann & Cooke Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Other
  • Business

Contact profiles from Herrmann & Cooke Wealth Management

Name
Title
Contact
Location
Last Update
  • Ceo at Herrmann & Cooke Wealth Management
    B. H.
    Ceo
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • President, Personal Financial Advisor at Herrmann & Cooke Wealth Management
    J. C.
    President, Personal Financial Advisor
    Mobile Phone
    Jun 10, 2026
  • Advisor Associate at Herrmann & Cooke Wealth Management
    A.
    Advisor Associate
    Mobile Phone
    UNITED STATES
    Oct 16, 2024
  • Administrative Assistant at Herrmann & Cooke Wealth Management
    J. C.
    Administrative Assistant
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Certified Financial Plannerâ at Herrmann & Cooke Wealth Management
    J. C.
    Certified Financial Plannerâ
    Mobile Phone
    Jun 03, 2026
  • Portfolio Accountant at Herrmann & Cooke Wealth Management
    R. H.
    Portfolio Accountant
    Mobile Phone
    UNITED STATES
    Oct 21, 2024
  • Portfolio Accountant at Herrmann & Cooke Wealth Management
    T. S.
    Portfolio Accountant
    Mobile Phone
    UNITED STATES
    Oct 21, 2024
  • Client Service Representative at Herrmann & Cooke Wealth Management
    J. B.
    Client Service Representative
    Mobile Phone
    United States
    Mar 24, 2026

Frequently Asked Questions

What is Herrmann & Cooke Wealth Management known for?

Minus sign iconPlus sign iconHerrmann & Cooke Wealth Management operates in the Financial Services industry. Explore Herrmann & Cooke Wealth Management's company overview page for more information.

What is Herrmann & Cooke Wealth Management's most common email format?

Minus sign iconPlus sign iconHerrmann & Cooke Wealth Management employees' email format typically follows the pattern of First@herrmanncooke.com. Trying to find reliable and up-to-date employee contact data? Find more Herrmann & Cooke Wealth Management email formats with LeadIQ.

How many employees does Herrmann & Cooke Wealth Management have currently?

Minus sign iconPlus sign iconHerrmann & Cooke Wealth Management has approximately 6 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Herrmann & Cooke Wealth Management's key employees and leadership?

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As of August 2026, Herrmann & Cooke Wealth Management's key employees include:

  • Ceo: B. H.
  • President, Personal Financial Advisor: J. C.
  • Advisor Associate: A.
  • Administrative Assistant: J. C.
  • Certified Financial Plannerâ: J. C.

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