Joined Curi Capital
June 2024
Education
- BA, International Studies, North Carolina State University
Accreditations
- CERTIFIED FINANCIAL PLANNER™
Previous Experience
- A&I Wealth Management, Wealth Manager
- Fidelity Investments, Financial Consultant
Bio
Virginia Cooke joined Curi Capital in 2024. As a Wealth Advisor, Virginia is responsible for creating and managing comprehensive financial plans for successful individuals and their families. With close to fifteen years of experience in financial services, Virginia has a proven track record of guiding clients through complex wealth management landscapes. Her previous roles include tenure at Fidelity Investments and, most recently, an advisory position at a boutique wealth management firm south of Denver. She holds several licenses and designations, including Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst® (CDFA®).
Virginia works closely with each client to understand their distinct values, concerns, and aspirations. Her approach focuses on selecting strategic investments tailored to future goals, building sustainable retirement income plans, and tactically managing tax and estate strategies. She closely monitors shifting market landscapes and life changes to ensure these plans remain optimized over the long term and aligned with her clients’ unique definitions of success.
Outside of work, Virginia is an avid reader, adrenaline junkie, and lover of the arts. She enjoys running, skiing, golf, and spending time with her husband, cat, and dog.