Charles Cooke, CFP®, CPFA®
Helping you achieve what matters most.
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Allegiance Financial Group Advisory Services, LLC
Charles Cooke, CFP®, CPFA®
Wilmington, NC
Serving Clients Nationwide
Helping you achieve what matters most.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Charles Cooke, CFP®, CPFA®
Charles "Charlie" Cooke is a seasoned financial professional and partner at AFGAS, specializing in comprehensive wealth management for a diverse clientele. With a career spanning over two decades, he has honed his skills. He strives to deliver exceptional service to dentists, business owners, entrepreneurs, individuals, and families.Before establishing Cooke Capital in 2006, Charlie kickstarted his financial journey in New York as an equity trader at CF Global (formerly known as TIR Securities). Seeking new opportunities, he returned to the Carolinas and gained valuable experience at Wachovia Securities (now Wells Fargo Securities) in Charlotte and Stern Agee in Raleigh.
At AFGAS, Charlie embraces a consultative approach to wealth management, striving to deeply understand his client’s goals, values, and aspirations. This enables him and his team to provide personalized financial and investment recommendations tailored to each client's unique circumstances.
Outside of his professional endeavors, Charlie cherishes his time with his wife, Natalie, and their son, Banks, making their home in Wilmington, NC. Drawing on his Eagle Scout background, he nurtures his love for the outdoors, and you'll often find him engaged in activities like golfing, hunting, traveling, paddle boarding, and grilling out. Charlie also maintains a deep-rooted affinity for his beloved Tarheels, keeping his connection to his alma mater alive.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Plan Fiduciary Advisor (CPFA)
Primary Location
265 Racine Drive, Suite 204, Wilmington, NC 28403
Additional Locations
📍 374 Maple Avenue East Suite 204 Vienna, VA 22180
📍 201 North Spence Avenue, Suite 407, Goldsboro, NC 27534
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to call us or complete the brief form to get in touch. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Allegiance Financial Group Advisory Services, LLC
At Allegiance Financial Group Advisory Services (AFGAS), our mission is to empower our clients in achieving what truly matters to them. We foster enduring relationships by prioritizing our clients' interests above all else.Through our holistic and consultative approach, we assist our clients in safeguarding and expanding their wealth, allowing them and their loved ones to focus on what matters most to them in life.
We believe that success lies in the lasting connections we build and the positive impact we make in the lives of our clients. By offering tailored solutions and unwavering support, we strive to be the trusted partner our clients can rely on for a lifetime, enabling them to pursue their dreams and create a meaningful legacy.
Our Services
▪️ Wealth Management
▪️ Financial Planning
▪️ Retirement Planning
▪️ Tax Planning
▪️ Business Planning
▪️ Estate Planning
Ready for the next step?
It's your life; you should live it the way you want. AFGAS believes that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice to ensure that you’re in the driver's seat for years to come.
With offices in Virginia and North Carolina, we work with clients across the U.S.
Securities offered through appropriately registered representatives of The Strategic Financial Alliance, Inc. (SFA), Member FINRA/SIPC. Advisory services offered through appropriately registered Investment Adviser Representatives (“IARs”) of Allegiance Financial Group Advisory Services, LLC (AFGAS). AFGAS is unaffiliated with SFA. Supervising office: 678.954.4000.
Investments in securities involve risk, including the potential loss of principal invested. Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons.
Education
University of North Carolina at Chapel, Hill Bachelor of Applied Science (BASc), Economics
Hobbies and Interests
- Family
- Golf
- Grilling
- Hunting
- Sports
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dentists
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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