whitecon-play-solid whitecon-play-triangle circle-bookmark circle-share-arrow deco-blue-ribbon deco-cash deco-giving-hand deco-graduation-cap deco-id-card deco-medal deco-people-group decocon-white-blue-ribbon decocon-white-graduation-cap decocon-white-people-group glyph-chat-action glyph-locator-map glyph-score-shield tip-modal tip-question-mark trophycon-founders-club trophycon-napfa trophycon-video-views logo-bloomberg logo-cnbc logo-cnbc-horizontal logo-fox-business logo-investopedia logo-wall-street-journal logo-yahoo-business logo-fa logo-investment-news logo-ria-biz logo-think-advisor logo-gma actcon-caret-left actcon-caret-right actcon-chat-bubbles actcon-chat-bubbles actcon-check actcon-check-circle actcon-city actcon-email actcon-external-link actcon-lightbulb actcon-location actcon-pencil actcon-phone actcon-profile actcon-social-facebook actcon-social-twitter actcon-target actcon-time-morning actcon-time-afternoon actcon-time-evening actcon-x actcon-
Questions? Need help?
Book a Concierge!
Concierge plug ana
Cropped alexandra cock   headshot

Alexandra Cock

Wealth Plus Inc.
San Rafael, CA
Financial Guidance With Only You in Mind

Meet Alexandra

482068949 200x150
Background Knowledge and Experience - Alexandra Cock
482715684 200x150
Alternative Investments and Asset Diversification - Alexandra Cock
482068569 200x150
Holistic Model - Alexandra Cock
482068437 200x150
Integrating the Spiritual - Alexandra Cock
482068133 200x150
Strategic Review Process​ - Alexandra Cock
Video Transcripts

As founder and principal of Wealth Plus, Inc. Alexandra Cock brings decades of experience and a diverse professional background to helping clients meet their financial goals. She has served as a Financial Advisor for 18 years and currently has over $40 million in assets being management.

Alexandra brings degrees in Economics and the Law; an eight-year practice in Tax Law; and training as a Master Prosperity Teacher and Certification in…

As founder and principal of Wealth Plus, Inc. Alexandra Cock brings decades of experience and a diverse professional background to helping clients meet their financial goals. She has served as a Financial Advisor for 18 years and currently has over $40 million in assets being management.

Alexandra brings degrees in Economics and the Law; an eight-year practice in Tax Law; and training as a Master Prosperity Teacher and Certification in the Lifetime Economic Acceleration Program (LEAP), to her practice in financial management and wealth creation. She specializes in working with people facing transition—couples starting out together; growing families; retirement and estate planning. She guides people through changes in their financial situation because of job changes; divorce; or loss of a spouse. With 27 years of experience in tax law, Alexandra Cock, founder and principal of Wealth Plus, Inc., can often help clients reduce taxes.

Alexandra has been happily married for 31 years and has two grown daughters. She loves to read, bead, sew, and travel. She has two Samoyed dogs, Boris and Natasha. Alexandra is known for her sense of humor and hearty laugh.

Alexandra’s credentials include:

  • Member, Washington State Bar, 1981-present
  • California Insurance License #0B49891, 1994-present
  • Series 7 License, General Securities Representative, 1998-2013
  • Series 65 License, Uniform Investment Advisor, 2000-2013
  • Series 24 License, General Securities Principal, 2001-2013
  • Lay Member, Advisory Council, California State Naturopathic Bureau, 2004-2007
  • Treasurer, Science of Mind Foundation, 2009-2012
  • United Church of Religious Science, Chair, Int’l Board of Trustees, 1996-1998
  • Former Mayor of Corte Madera, CA, 2010 term
  • Council Member, Corte Madera Town Council, 2007-2013
  • Director, Corte Madera Chamber of Commerce Board, 2003-2007
  • Teaching, Business Ethics, University of Mexico Continuing Education, 1997
  • First Class Award, Girl Scouts 1969

Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
Personal lending
LGBT services
Socially responsible investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Other professions

Fee structure

Fee & Commission

Education

Other post-graduate
Spinner Loading...