Cognitive Wealth Management

Cognitive Wealth Management We are experienced advisors who strive to help our clients make educated financial decisions. Member FINRA/SIPC.

The financial consultants with Cognitive Wealth Management are registered representatives with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. www.sipc.org
www.finra.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial

professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

06/01/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
05/29/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Thank you to everyone who joined us for our 3rd Annual Mother’s Day Pickleball Brunch! We loved spending the morning cel...
05/27/2026

Thank you to everyone who joined us for our 3rd Annual Mother’s Day Pickleball Brunch!

We loved spending the morning celebrating the amazing moms in our community with pickleball fun, a smoothie bar, omelette and crepe stations, and great company all around.

We’re so grateful for our wonderful clients and friends who came out to make this event so special. Thank you for being part of another memorable year, we already can’t wait for the next one!

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
05/27/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Developing a retirement strategy? It's critical to know the differences between investment types.
05/25/2026

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

A disability could keep you from work and increase costs. How can you protect yourself?
05/22/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
05/20/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

The market is as unpredictable as the weather. We’re here to help you prepare.
05/18/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

Address

15060 Ventura Boulevard Suite 200
Sherman Oaks, CA
91403

Telephone

+18184650210

Website

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