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Amy Cook , CDFA™, CFP®
 Financial Advisor

1875 South Grant Street, Suite 750
San Mateo, CA 94402
Phone:
  • (650) 389-1031
  • Toll-Free:
  • (800) 377-2374 x145
Fax:
  • (650) 349-0363

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     Amy Cook, CFP®, CDFA®, a Financial Advisor with Waddell & Reed, helps individuals, families and businesses work to pursue financial security through investing and financial planning. In an industry that has been characterized as being impersonal and often confusing, Amy strives to provide a compassionate approach. Amy is focused on building lifelong client relationships and aspires each day to help her clients work towards the pursuit of their financial goals and an overall improved quality of life.

     From estate planning to insurance, investments, and retirement, Amy helps educate and navigate her clients, thereby enabling them to make more informed financial decisions. In addition to individual financial planning, Amy also provides a wide range of business services including 401(k)'s and profit sharing plans.

      Amy Cook is a CERTIFIED FINANCIAL PLANNER™ certificant and Certified Divorce Financial Analyst. She earned a bachelor's degree in Business Management from DePaul University. In the community, Amy is a graduate of the San Mateo County Leadership Program and is currently serving as Chairman of the Board for the San Mateo Area Chamber of Commerce.

     During her tenure at Waddell & Reed, Amy has received the Circle of Champions award six years running, and the Crest award for the past four years.*

     When she's not hard at work helping other families, Amy enjoys spending time with her husband and two daughters, reading, and working on decorating projects at home.

      For a complimentary, no-obligation consultation with Amy, please call (650) 389-1031.

*The awards and recognition referenced are presented annually by Waddell & Reed and are based on an analysis of investments, insurance and financial planning sales generated by the advisor. Waddell & Reed is not affiliated with any of the organizations referenced herein.