Diane
Gonzales

Cooksen Wealth, LLC

CRD#1399504
Investment Advisor
in Tamarac, FL

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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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Tamarac, FL

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Cooksen Wealth, LLC Brokerage Details

Total Assets Under Management

$141,943,962

FL Average: $3,042,739,679
Total Number of Employees

3

FL Average: 49
Total Number of Accounts

320

FL Average: 2,315
Average Account Size

$443,575

FL Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Diane Gonzales Work History

2021 - Present (3 years)

Cooksen Wealth, LLC

2020 - 2020 (< 1 year)

Us Census Bureau

2020 - 2021 (1 year)

Not Employed / Covid / Volunteer

2018 - 2018 (< 1 year)

Grand Teton Lodge Company

2018 - 2020 (2 years)

Not Employed (Travel)

2017 - 2018 (1 year)

Family Caregiver

2016 - 2016 (< 1 year)

Private Wealth Advisor

2016 - 2016 (< 1 year)

Not Employed (Travel)

2016 - 2017 (1 year)

Houston Independent School District

2015 - 2016 (1 year)

Morgan Stanley Private Bank, National Association

2009 - 2016 (7 years)

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

Donald Maynard
Spring, TX
Safalta Sherpa
Denver, CO
Lindsey Cooksen
Spring, TX
Diane Gonzales
Tamarac, FL

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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