Herrmann & Cooke Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

We design personalized financial roadmaps, providing clients with time-tested solutions and an exceptional level of service.

We’ll consult and plan with you, your family, or business partners, to understand your needs, and to help you achieve your goals.

As fee-based fiduciary advisors—we put your interests first.

Call us today to schedule a meeting, to request a portfolio review, or to learn more about how we can advise you, your family, or business.

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

Herrmann & Cooke Wealth Management Global Highlights

North America
13

United States Of America
13

Herrmann & Cooke Wealth Management's Leadership

J. C.
President, Personal Financial Advisor
Mobile Phone
Email
A.
Advisor Associate
Mobile Phone
Email
J. C.
Administrative Assistant
Mobile Phone
Email
J. C.
Certified Financial Plannerâ
Mobile Phone
Email
R. H.
Portfolio Accountant
Mobile Phone
Email
T. S.
Portfolio Accountant
Mobile Phone
Email
J. B.
Client Service Representative
Mobile Phone
Email

Contact profiles from Herrmann & Cooke Wealth Management

Name

Title

Contact Info

Location

Last Update

J. C.
President, Personal Financial Advisor
Mobile Phone
Email
Jun 25, 2025
A.
Advisor Associate
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
J. C.
Administrative Assistant
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
J. C.
Certified Financial Plannerâ
Mobile Phone
Email
Oct 17, 2024
R. H.
Portfolio Accountant
Mobile Phone
Email
UNITED STATES
Oct 21, 2024
T. S.
Portfolio Accountant
Mobile Phone
Email
UNITED STATES
Oct 21, 2024
J. B.
Client Service Representative
Mobile Phone
Email
United States
Nov 19, 2025

Frequently Asked Questions

What is Herrmann & Cooke Wealth Management known for?

Herrmann & Cooke Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 370 Diablo Road, Suite 201. Explore Herrmann & Cooke Wealth Management's company overview page for more information.

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

Herrmann & Cooke Wealth Management employees' email format typically follows the pattern of . 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?

Herrmann & Cooke Wealth Management has approximately 6 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Herrmann & Cooke Wealth Management's key employees include:

President, Personal Financial Advisor: J. C.
Advisor Associate: A.
Administrative Assistant: J. C.
Certified Financial Plannerâ: J. C.
Portfolio Accountant: R. H.

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