Cox Strategic Wealth
Meet Kirk Cox
All Members
Fiduciary Financial Advisor
Client Services
Kirk Cox
Investment Advisor Representative
(949) 888-6644
kcox@brookstoneadvisor.com
As the owner of Cox Strategic Wealth, Kirk Cox is driven by
Strategic Alliances
All Members
Fiduciary Financial Advisor
Client Services
Dean Zayed, JD, LLM, CFP®
CEO, Brookstone Capital Management
(949) 888-6644
kcox@brookstoneadvisor.com
Dean is the founder and CEO of Brookstone Capital Management LLC (BCM),
Mark Diorio, CFA
Chief Investment Officer / Brookstone Capital Management
(949) 888-6644
kcox@brookstoneadvisor.com
Mark DiOrio joined Brookstone as the Chief Investment Officer in 2015. In
Rob Bills
Property & Casualty Agent
(949) 888-6644
kcox@brookstoneadvisor.com
I became a State Farm agent in 2001, I am an Orange
Brett Bowen
Mortgage Consultant / Reverse Mortgages
(949) 888-6644
kcox@brookstoneadvisor.com
Mortgage expert and industry veteran Brett Bowen of First Source Financial can
Jennifer N. Eseed, JD
Attorney, Perkins & Zayed
(949) 888-6644
kcox@brookstoneadvisor.com
Jennifer Eseed is an Attorney of the firm and concentrates her practice
Cox Strategic Wealth Location
The place to build your future is right down the road.
Rancho Santa Margarita, California
30211 Avenida De Las Banderas, Suite 200
Rancho Santa Margarita, CA 92688
Office: (949) 888-6644
Cell: (949) 233-3337
kcox@brookstoneadvisor.com
