Our Professional Approach
As a Financial Advisor for Benjamin F. Edwards and a member of Cooke & Mabley Wealth Management in Tucson, AZ, we enjoy helping clients and their families grow, manage, and protect their assets. We firmly embrace the principle of putting our clients first and working with them in an atmosphere characterized by trust, integrity, and mutual respect.
When our clients place their trust and confidence in us, we return that gift by showing our concern and dedication to supporting them through their financial journey. We help clients navigate complex financial issues, including retirement planning, estate planning, tax planning, and investment management. We take a holistic approach to financial planning, working closely with clients to understand their unique goals, risk tolerance, and financial situation.
As a Certified Financial Planner™, we adhere to the highest ethical standards and stay up to date on the latest industry developments and best practices. With more than 65 years of combined financial experience, our team is committed to the highest standards of care to help you through all phases of life. We welcome the opportunity to meet with you to learn about your specific situation and explore how we can be a benefit to you.
REACH OUT TO OUR FINANCIAL
ADVISORS IN TUCSON, AZ
Items to Bring to Your Financial Planning Meeting with
Cooke & Mabley Wealth Management:
If you are currently employed:
- Financial Statements from your bank
- Have an idea of your annual income, regular monthly expenses, and any outstanding debt
- Current investment statements including any Employer Sponsored Retirement Plans
- Most recent tax returns
- In-force Life, Disability, and Long-Term Care insurance policies
- Trust and Estate Planning Documents
- Social Security estimated benefits report (available through the ssa.gov portal)
- Start to imagine what your day-to-day life might look like in retirement and have an idea of how much you will need to live off monthly. Have an idea of your short-term goals and long-term goals
- Think about the needs of your family – whether that be education expenses for children, caring for yourself or aging parents
If you are currently retired:
- Financial Statements from your bank
- Have an idea of your annual income, regular monthly expenses, and any outstanding debt
- Current investment statements including any Employer Sponsored Retirement Plans
- Most recent tax returns
- In-force Life, Disability, and Long-Term Care insurance policies
- If you are receiving Social Security benefits, please bring a copy of your annual report (available through the ssa.gov portal)
- Trust and Estate Planning Documents
- Social security numbers, dates of birth, and addresses of any individuals you may consider naming as beneficiaries
Steve Cooke, CFP®, CDFA®, ADPA®, CRPS®
Financial Advisor, Managing Director
Janie Nelson
Senior Financial Client Associate
Gabbie Bazua
Financial Client Associate
Steve Cooke, CFP®, CDFA®, ADPA®, CRPS®
Financial Advisor, Managing Director
My Background
I had the pleasure of opening the Tucson branch with Benjamin F. Edwards in 2019 as the Branch Manager. Father of 3 and Papa to one, married to Lisa for over 35 years I have been enjoying the Financial Services business since graduating from Virginia Tech in 1989. I became a Certified Financial Planner in 2010 and continue to learn in this business.
Janie Nelson
Senior Financial Client Associate
My Background
I have been in the financial services industry for 32 years and joined Steve in opening the Tucson branch for Benjamin F. Edwards in 2019. My background is in Compliance, having been a compliance manager at several predecessor firms. I have enjoyed working with Steve over the past 11 years and have entered my retirement years so am working part-time now at Benjamin F. Edwards. My husband and I live on 20 acres in rural Marana with horses, pigs, goats, chickens, dogs, cats and even 3 sulcata tortoises. Maybe we should call it a zoo instead of a ranch? We are co-founders of a non-profit Therapeutic Riding Center because our passion is kids and horses. As a Certified Therapeutic Riding Instructor, I am privileged to teach riding skills to children with special needs at our ranch. We are the proud parents of two daughters, one who is married, and we are blessed with 3 grandchildren. Our oldest granddaughter is already an avid horsewoman. I am blessed to be working with the Cooke-Mabley team and add my industry experience to our team as well as having their support for the work my husband and I do at our ranch.
Gabbie Bazua
Financial Client Associate
My Background
My financial services career began in 2017 and I joined Benjamin F. Edwards in 2023. I am an Arizona Native, a Tucsonan for over 20 years. Wife to Guillermo and a proud momma of 2 beautiful daughters and 1 four-legged fur baby. My life outside of work pretty much revolves around loving and supporting them. I love to do home renovation projects when we aren’t attending volleyball tournaments or Choir events for our daughters.
WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNERTM, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 6-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNERTM Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNERTM Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S.
WHAT IS A CDFA®? Earning the Certified Divorce Financial Analysts®, or CDFA®, designation from the Institute for Divorce Financial Analysts means that a financial advisor has successfully completed a course of study, passed an exam, and is in good standings with the IDFA™. In addition, the designation is subject to renewal requirements every two years, which includes the completion of 15 divorce-related hours of continuing education.
What is an ADPA®? An ACCREDITED DOMESTIC PARTNERSHIP ADVISORSM, or ADPA®, designation from the College for Financial Planning indicates that the holder has completed a course of study that addresses wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. Additionally, individuals must pass an end-of-course examination, agree to adhere to standards of professional conduct, are subject to a disciplinary process and must complete 16 hours of continuing education training every two years.
What is a CRPS®? A CHARTERED RETIREMENT PLANNING SPECIALISTSM, or CRPS®, certification from the College for Financial Planning indicates that the holder has completed a rigorous course of study that addresses design, installation, maintenance and administration of retirement plans. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Additionally, individuals must agree to adhere to standards of professional conduct, and are subject to a disciplinary process.
Benjamin F. Edwards does not provide legal or tax advice, therefore it is also important to consult with your legal and tax professionals for additional guidance tailored to your specific situation
At Cooke & Mabley Wealth Management, our primary focus is to provide exceptional value and support to our clients. We take pride in offering a comprehensive range of services tailored to meet their unique financial goals and aspirations. Here’s how we assist our clients:
Personalized Financial Planning: We collaborate closely with our clients to develop customized financial plans that align with your objectives, taking into account your current financial situation, future goals, and risk tolerance. We analyze your circumstances and provide recommendations that optimize your financial well-being.
Wealth Management: We offer strategic wealth management solutions designed to grow and protect our clients’ assets over the long term. By utilizing a diversified portfolio approach, we help our clients navigate the complex financial landscape, manage risks, and capitalize on investment opportunities to achieve their desired financial outcomes.
Retirement Planning Strategies: We understand the importance of preparing for a secure and fulfilling retirement. Our dedicated retirement planning services encompass assessing retirement needs, projecting future expenses, optimizing savings strategies, managing tax implications, and developing an effective retirement income plan. We strive to ensure our clients can enjoy their golden years with confidence and peace of mind.
Investment Guidance: By staying abreast of market trends, conducting thorough research, and employing a disciplined investment approach, we aim to maximize returns while managing risk, enabling our clients to build and preserve wealth.
Risk Management Strategies: We recognize that unexpected events can impact your financial well-being. Therefore, we work diligently to identify potential risks and devise risk management strategies such as estate planning, insurance coverage, and contingency planning. We help our clients safeguard their assets and mitigate financial vulnerabilities, providing a sense of security for themselves and their loved ones.
Estate Planning Strategies: Our comprehensive services extend to estate planning, enabling our clients to protect and transfer their wealth in accordance with their wishes. We assist in creating estate plans, coordinating with attorneys, minimizing tax liabilities, and ensuring a smooth transition of assets to future generations, ultimately preserving their financial legacy.
At Cooke & Mabley Wealth Management, we are committed to serving our clients’ best interests and providing them with the highest level of service and expertise. Our aim is to empower them to make informed financial decisions, navigate complex financial landscapes, and achieve their financial aspirations with confidence.
*Benjamin F. Edwards does not provide legal or tax advice; therefore, it is also important to consult with your legal or tax professional for additional guidance tailored to your specific situation
What is a Certified Financial Planner™ (CFP®)?
A Certified Financial Planner™ (CFP®) is a professional who has met the rigorous education, examination, experience, and ethical requirements set by the Certified Financial Planner Board of Standards. We provide comprehensive financial planning services to individuals, families, and businesses.
What services can a Certified Financial Planner™ provide?
We offer a wide range of financial planning services including retirement planning, investment management, tax planning, estate planning, insurance analysis, education planning, and budgeting. We take a holistic approach to understand your financial goals and develop personalized strategies to help you achieve them.
How does a Certified Financial Planner™ differ from other financial professionals?
While there are many financial professionals, CFP®’s have obtained a recognized standard of competency and adhere to a strict code of ethics. We have a fiduciary duty to act in your best interest, providing unbiased recommendations tailored to your unique needs.
Why should I work with a Certified Financial Planner™?
We provide numerous benefits, including:
- Comprehensive financial planning: we can help you create a holistic financial plan that covers all aspects of your financial life.
- Expertise and knowledge: we have in-depth knowledge of financial concepts, strategies, and investment options to guide you in making informed decisions.
- Time-saving: With a our assistance, you can delegate the complex and time-consuming aspects of financial management, allowing you to focus on other important aspects of your life.
- Goal Setting and Accountability: We work with you to help you set meaningful financial goals and establish a roadmap to achieve them. We assist you in clarifying your objectives, breaking them down into actionable steps, and monitoring your progress along the way. This can provide a sense of accountability and discipline, increasing the likelihood of attaining your financial goals.
- Specialized Expertise for Complex Situations: If you have unique financial circumstances or complex financial needs, we provide specialized expertise. Whether you’re dealing with complex tax situations, planning for a business transition, managing a significant inheritance, or navigating other intricate financial matters, we can offer the guidance and strategies tailored to your specific situation.
- Stay Informed and Up to Date: Financial markets and regulations are constantly evolving. We stay abreast of the latest developments, trends, and best practices in the financial industry. By working with us, we ensure that your financial plan remains relevant and optimized in light of changing circumstances.
- Peace of Mind: Managing your finances can be stressful and overwhelming, especially when dealing with important decisions and uncertainties. We provide peace of mind, knowing that you have a qualified professional guiding you and helping you make informed choices. This can alleviate anxiety and allow you to focus on other aspects of your life with confidence.
Can a Certified Financial Planner™ help me if I have specific financial goals or concerns?
Absolutely! We are trained to address a wide range of financial goals and concerns. Whether you’re planning for retirement, saving for your children’s education, managing debt, or dealing with other financial matters, we can provide valuable guidance and develop strategies to help you achieve your objectives.
How do I know if I need a Certified Financial Planner™?
- Lack the time, knowledge, or interest to manage your finances effectively.
- Need assistance in creating a comprehensive financial plan.
- Require guidance on retirement planning or investment strategies.
- Seek expertise in tax planning or estate planning.
- Want an unbiased perspective on your financial situation.
Is financial planning only for wealthy individuals?
No, financial planning is not exclusive to the wealthy. We assist individuals at various income and wealth levels and provide guidance to help you manage your finances, plan for the future, and make the most of your resources, regardless of your current financial situation.
Contact
520-274-2748
Toll-Free Phone:
833-274-2831
Address:
2480 E River Rd
Tucson, AZ 85718
Contact us by completing the form here.