Diane
Gonzales
Cooksen Wealth, LLC
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About this Advisor
Diane Gonzales is a financial advisor based in Tamarac, Florida, working with Cooksen Wealth, LLC. Diane has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, Cooksen Wealth, LLC, Private Wealth Advisor, Houston Independent School District, Grand Teton Lodge Company, and the US Census Bureau. Diane has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Diane is part of Cooksen Wealth, LLC, which operates out of Tamarac, Florida. The firm has 3 employees and manages assets totaling $141.9 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Cooksen Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cooksen Wealth, LLC Brokerage Details
$141,943,962
3
320
$443,575
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Diane Gonzales Work History
Cooksen Wealth, LLC
Us Census Bureau
Not Employed / Covid / Volunteer
Grand Teton Lodge Company
Not Employed (Travel)
Family Caregiver
Private Wealth Advisor
Not Employed (Travel)
Houston Independent School District
Morgan Stanley Private Bank, National Association
Morgan Stanley
Disclosures
Please visit the SEC profile of Diane Gonzales to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cooksen Wealth, LLC
Spring, TX
Denver, CO
Spring, TX
Tamarac, FL
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