Our Team

Kirk CoxKirk Cox
President

When I was in the 8th grade, a girl had written in my yearbook, “There’s Kirk, sitting on the beach, trying to figure out how to turn $.99 cents into one dollar”. I guess my stewardship towards money started at an early age. When I was 19, I moved to Mammoth Lakes, CA for the winter ski season. My father had given me my first financial book and asked me to read it while up there. I was hooked. I knew my career would be in some aspect of financial services.

In 1990, I started in the mortgage services industry.  I figured if I can show someone how to save money on their monthly mortgage payments, that that would be like getting a tax-free raise from their employer.  It was a no brainer, for surely everyone likes to save money.  That eventually led to career in the industry I now belong, income planning for retirement and money management.  My greatest desire is to help educate pre-retirees and retirees on how to effectively prepare for retirement, no matter how daunting the task. I focus on protecting ones assets, showing them how to potentially participate in the upswings of the market, while trying to eliminate the downturns in their portfolios.  My main focus is on what I call the BIG 3:

  1. Safety
  2. Growth (minimizing market risk)
  3. Income (even if you run out of money)

I am also a firm believer in the Rule of 100; subtracting your age from 100, and keeping the larger number in safe, guaranteed vehicles, while keeping your lower number in an environment that may enable one to keep up with inflation with the least, possible risk.   I am a firm believer that there should be 3 worlds of money in everyone’s portfolio: liquid money, safe money, and perhaps money at risk (very little though).  If this sounds appealing to you, I’d love to visit with you and discuss your particular situation.

Personal

I have been married to my beautiful wife Traci for 15 years and have two beautiful children, Nicole age 13 and Zachary age 10.  I am a native of California and have been residing in San Clemente, CA since 1999, but have grown up in this area since 1975.  In my spare time, I have been very involved in my community coaching youth sports; soccer, volleyball, football, basketball, and baseball.  In the winter, I enjoy time spent snowboarding with my family and in the spring and summer, our family enjoys Lake Havasu and going to the beach.  I have also been heard on the radio throughout Southern California as co-host for Straight Talk Wealth Radio and have been seen in various restaurants conducting dinner seminars.

I look forward to visiting with you.


 

STRATEGIC ALLIANCES

Dean-BioDean Zayed, JD, LLM, CFP®

CEO, Brookstone Capital Management

Dean is the founder and CEO of Brookstone Capital Management LLC (BCM), a SEC Registered Investment Advisor. BCM has forged strategic relationships with independent investment advisors around the country who affiliate with BCM as Investment Advisor 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 Degree in Economics from Northwestern University. He completed the Business Institutions Program, 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 Masters degree in Taxation (LLM) from Chicago-Kent College of Law. Dean is a Certified Financial Planner (CFP®) and holds the Illinois insurance license for life, health and long-term care.

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 2006 “Top 10 Wealth Managers of the Central US Region,” Goldline Research

He 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.


Peter Johnson

Portfolio Strategist, Brookstone Capital Management

Peter’s tenure in the financial services industry spans 30 years. He has served as President of the Investment Management Division of Star Financial Bank, Director of Investment Services for Home Federal Bank, and Vice President/Investments for Shearson Lehman Brothers and Smith Barney. Peter’s experience also includes consulting to the Banking industry, assisting banks in the development of new and/or improving existing retail brokerage operations. Peter holds the follow licenses: series 7, series 24, series 65, and Life and Health.