About Our Firm

Here’s our story. We look forward to hearing yours.

Cox Strategic Wealth

At Cox Strategic Wealth Management and Cox Strategic Insurance Solutions, our sole focus is YOU.

For over a decade, residents of Orange County have trusted the financial professionals at Cox Strategic Wealth to help guide them to and through retirement successfully.

By offering a variety of insurance and investment products, we can help you develop an overall retirement income strategy specific to you and your family. We have a strong team dedicated to helping ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.

Meet Kirk J. Cox, Investment Adviser Representative

As the owner of Cox Strategic Wealth, Kirk Cox is driven by the desire to help pre-retirees and retirees effectively prepare for retirement by building financial strategies focused on preservation, growth and income.

Kirk started in the financial services industry in 1990 as a mortgage consultant in Mission Viejo, California. After a few years, he realized his passion lay in assisting others in a more comprehensive financial manner. He now enjoys working closely with clients in income planning for retirement and money management. Kirk’s process ultimately focuses on preserving clients’ assets while still growing them by creating strategies that use a variety of financial vehicles in order to help them pursue their goals and objectives.

Kirk can be seen throughout Orange County in various restaurants conducting informational seminars and insurance sales presentations and has been heard on KLAA 830 AM as the co-host for Straight Talk Wealth Radio. He holds his California life and health insurance license (CA insurance license #0F19360) and has passed the Series 65 securities exam.

A California native, Kirk lives in San Clemente with Traci, his wife of more than 20 years, and their two children, Nicole and Zachary. When he isn’t supporting his children with their school activities, Kirk spends his free time snowboarding, at the lake or beach, reading or in the company of family and friends.


STRATEGIC ALLIANCES

Dean Zayed, JD, LLM, CFP®

CEO, Brookstone Capital Management

Dean is the founder and CEO of Brookstone Capital Management LLC (BCM), a SEC Registered Investment Adviser. BCM has forged strategic relationships with independent investment advisors around the country who affiliate with BCM as Investment Adviser Representatives (IARs). In this capacity, the IARs are able to utilize BCM’s vast money management experience and infrastructure. This allows the IARs to provide their clients with BCM’s professionally managed portfolios. As an independent firm, BCM is able to utilize the entire universe of investment options and vehicles, to create robust model portfolios that span varying levels of risk. BCM, through its network of IARs, provides comprehensive financial planning including asset allocation, retirement planning, education planning and portfolio management and is committed to offering a one-source solution for the management, growth and preservation of its clients’ wealth.

Dean received his Bachelor of Arts in economics from Northwestern University. He completed the Business Institutions Program and the Undergraduate Leadership Program and was a member of Omicron Delta Epsilon Economics Honor Society. Dean received his Juris Doctor degree from Northwestern University School of Law. He received his master's degree in taxation (LLM) from Chicago-Kent College of Law. Dean is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and holds an Illinois insurance license for life, health and long-term care.

Dean has appeared on CNBC, Fox Business Channel, Bloomberg TV, the Street.com and WGN as a financial expert and has been published and featured in numerous financial publications.

Brookstone Capital Management Achievements and Recognition:

  • Brookstone is ranked in the Top 50 Fastest-Growing RIAs in Financial Advisor magazine’s 2013 Top RIA list
  • Member of the Million Dollar Round Table (MDRT), as well as the prestigious Top of the Table
  • Top 5 Finalists “Advisor of the Year Award” by Senior Market Advisor magazine 2006 and 2007
  • Featured on General Alexander Haig’s Chosen Topics, CNBC
  • Among “Top 10 Wealth Managers of the Central US Region,” Goldline Research, 2006

Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of insurance and investments in your financial strategy, contact us at kcox@brookstoneadvisor.com or call us at 949.373.0740 today!