Charles Cooke
CFP ®

Charlie Cooke was immersed in the world of dentistry when he was growing up. His father has been a dentist for over 35 years, and as a child, Charlie attended many dental meetings with his father.

Fascinated by dentistry, Charlie considered going into the field but realized his calling was helping successful dentists make smart decisions with their wealth.

As a wealth advisor and CERTIFIED FINANCIAL PLANNER®, Charlie specializes in assisting thriving dentists with making wise, informed choices for their unique financial goals.

With over a decade of financial services experience, Charlie’s career began in New York where he learned first-hand the intricacies of the financial markets.

His current focus is The Carolinas, with offices in Wilmington and Goldsboro.

Charlie attended the University of North Carolina at Chapel Hill where he earned a BA in Economics.

Committed to giving back to his community, Charlie works with The Boys and Girls Club and The Boy Scouts of America. He is a member of the Military Affairs Committee at Seymour Johnson Air Force Base in Goldsboro.

Charlie lives with his family in Wilmington, North Carolina.