Wealth Plus, Inc., a full service firm, offering financial advice, investment management, and insurance. Wealth Plus Inc. is a California Registered Investment Adviser. Located in Marin County, California. We serve as a macro manager to oversee all aspects of our clients’ finances.
Our practice is based on principles of holistic, whole-life financial planning. It recognizes that true prosperity encompasses many parts of our lives, and requires balancing personal, spiritual, as well as financial. Since 1995, we have helped hundreds of clients achieve financial peace of mind by providing proven strategies from a holistic perspective.
Our team includes professionals in Law, Taxation, Accounting and Estate Planning.
Meet the Wealth Plus Team:
As founder and principle 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 under 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:
Alexandra’s background includes:
• California Insurance License #0B49891, 1994-present
• Series 7 License, General Securities Representative, 1998-present
• Series 65 License, Uniform Investment Advisor, 2000-present
• Series 24 License, General Securities Principal, 2001-present
• Lay Member, Advisory Council, California State Naturopathic Bureau, 2004-2007
• Treasurer, Science of Mind Foundation, 2009-present
• 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-present
• Director, Corte Madera Chamber of Commerce Board, 2003-2007
• Teaching, Business Ethics, University of Mexico Continuing Education, 1997
Dr. Lloyd councils the leadership and staff of Wealth Plus; he comes to us with over 45 years of practical business ethics and spiritual integrity. Dr. Lloyd’s career started on Wall Street in 1958. He eventually answered ”the call” to pursue a spiritual path of enfoldment which brought his business acumen and spiritual learned values to the business community. He entered a professional ministerial career where he was able to bring his training to those who were seeking “a different way”.
Currently, he is Minister Emeritus of the Ernest Holmes Graduate School of Consciousness Studies. He is also Minister Emeritus of The Golden Gate Center for Spiritual Living in Corte Madera, Ca. which he founded in 1983. Dr. Lloyd is a 23 year friend of Alexandra Cock, Founder and President of Wealth Plus, Inc. He has an active counseling practice in Marin County, with clients around the country. He offers a daily Internet program called, OurAbundantLife.Com, which he Co-Founded. This daily program is given without charge for all to enjoy and to grow spiritually.
As Office Manager and Executive Assistant, Chona provides client services including (but not limited to) account applications, scheduling, and client Wealth In Motion reports, which keep Wealth Plus, Inc. clients up to date on their investments. She has more than 8 years’ experience in finance and management. She has been a Marin County resident for over 10 years and as a hobby loves to ski and practice yoga and meditation.
As Office Manager and Executive Assistant, Jasmine provides client services including (but not limited to!) account applications, scheduling and client Wealth In Motion reports, which keep Wealth Plus, Inc. clients up to date on their investments. She has more than 7 years’ experience in the finance and insurance industry. She holds a FINRA Series 7 securities registration and Series 66. Jasmine lives in Mill Valley, California and as a hobby teaches Latin ballroom dance.
We are firm believers in the principles of generosity and giving. Below are some of the organizations to which we lend our time and give financial support.
• Doctors without Borders
• Golden Gate Center for Spiritual Living
• United States Artists
• Science of Mind Foundation
• Corte Madera Town Council
• Through the Flower
• Marin Economic Forum
• Marin Food Bank
• Marin YMCA (programs for kids)
• Second Harvest Food Bank
• Redwood High School
• Quartus Foundation
• The Marin Museum of the American Indian