As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Richard Cooke, CFP®
Fee-Only financial planner located in Fishers, IN, serving clients locally and across the country
Meet Richard Cooke
After 5 years in financial services, I felt burnt out. My wife and I decided to take a sabbatical in 2019. We spent the year traveling the world and visiting friends and family.
On that trip, I also took the time to reset and determine what was most important to me. I wasn’t sure what was next, but I knew I was going to choose passion over paycheck.
My passion for personal finance was reignited on that trip. I had always loved working in personal finance, but I knew there had to be a better way that was focused on helping people first and making a living second.
So, I started 2Point0 Financial, a firm designed for millennials who are trying to find their way in the world. We spend our time together figuring out what you want your life to look like and how we can use money to support those dreams.
Richard Cooke is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Richard Cooke
9089 Rider Dr
Fishers, IN 46038