Cleshonda Cook
Phone: (209) 740-8203

Cleshonda Cook

Tracy,CA 95376


I have invested the last 30 years of my professional career in customer focused positions, building trust and maintaining relationships. I am a semi-pro musician, and I spend part of the year leading a High School Track and Field team as Head Coach. I'm also a mom to two amazing grown children, a spouse of 26 years, I have an incredible close-knit family who means the world to me, and I am super passionate about people. I know firsthand, after losing my dad through tragedy, the timing of death is out of our control. But just like we can control how we invest our time and our lives; we can control how we choose to protect and invest in ourselves and those whom we care most about. Thank you for trusting me! I look forward to helping you build a Life Legacy.


Our mission is to provide the best financial products with the kind of in-home, professional service that is second to none. Our operating credo is: "Your clients don't care how much you know until they know how much you care." We take a personal interest in each and every one of our clients. We believe that knowing our clients' wants and needs is the foundation to recommending the best financial strategies that will provide exactly what each client wants.