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Richard Cooke
CFP
2Point0 Financial LLC - Fishers,IN
Richard Cooke is a seasoned CERTIFIED FINANCIAL PLANNER™ dedicated to helping clients achieve their financial goals in Fishers, Indiana. With extensive experience in financial planning, Richard provides tailored strategies and expert guidan...... Show More
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Wanting to ensure our financial decisions were the best in the long run, we hired Riki. He is extremely knowledgeable, honest, upbeat, and VERY reliable. He has broadened our horizons and put our worries at ease about our future. He's great...
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Riki is an amazing financial planner and an even better person. His care for his clients is a breath of fresh air to the financial advising industry. He takes time to get to know you as a person, rather than as a portfolio. Riki cares deeply...
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My fiance and I have been working with Riki for a few months now. My fiance was the one who was a bit doubtful that we even needed a financial planner, but after our first session, he changed his mind. Riki helped us identify larger goals for...
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If you're in need of a financial planner, Riki Cooke is your guy! Riki is in this business because it's his passion. He's very vested in his clients and is always looking for avenues to better your investments. We would highly recommend Riki!...
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Riki has been advising our family for more than a year, and we couldn't be more impressed by his professionalism, depth of knowledge and willingness to research new and innovative ways for us to manage our money. His approach to finance is...
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I can't say enough about 2Point0 Financial. Richard is truly an outlier among financial advisors. He places his clients first and is always focused on making sure they are taken care of. Having used other financial advisors, the difference...
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You’re not just getting a financial planner with joining Riki’s team. You’re getting a piece of mind. It’s such a huge relief knowing that there’s someone so qualified out there to reach out to at any time. He puts your BEST interests first...
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Riki has been a friend for over ten years. He’s one of the very best when it comes to professionalism and I know I’m getting the service I deserve when it comes to handling my finances and my future.
I’ve been working with Richard for almost a year after previously working with a larger financial advising firm for 15+ years. The biggest reason for switching to 2Point0 is that Richard takes a genuine interest in your life goals and is able...
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Richard is very knowledgeable and provides great service. I would highly recommend.
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About
Richard Cooke is a seasoned CERTIFIED FINANCIAL PLANNER™ dedicated to helping clients achieve their financial goals in Fishers, Indiana. With extensive experience in financial planning, Richard provides tailored strategies and expert guidance to individuals and families. Located in Fishers, Indiana, he is committed to delivering comprehensive financial solutions and building long-term relationships.
Specialities
Cash Flow/Budgets/Credit Issues
LGBT Couples and Families
Millennials
Novice Investors
Tax Planning
financial psychology/coaching
fixed fee (subscription, retainer, etc.)
retirement plan investment advice
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FAQs
Here are some Frequently Asked Questions about Richard Cooke
What organization is Richard Cooke associated with?
Richard Cooke is associated with 2Point0 Financial LLC.
What is Richard Cooke’s work email address?
Richard Cooke’s professional email address is r*****d@2***************.com. You can also email Richard Cooke by clicking on the contact Richard Cooke.
Where is Richard Cooke based out of?
Richard Cooke’s primary location is Fishers, IN.
What is Richard Cooke's phone number?
Richard Cooke's phone number is (317) 576-3801
What is Richard Cooke's title??
Richard Cooke is a CFP.