Amy Cook

When AMY COOK started her career as a financial advisor in 2009, her drive to overcome her own money narrative bolstered her passion to help clients dissect their goals and lay down a track that is free from unrealistic expectations yet layered in attainable goals that help take them from their starting point to beyond retirement. Amy is a CFP® and has a master’s degree in Personal Financial Planning. She utilizes her education and experience to help clients across all industries and in all stages of life. Just like our individual circumstances, she believes financial planning is dynamic and ever changing, and preparation is key. Amy lives and works in San Mateo, California, serving clients throughout the country from her local office.