Amy Cook , CDFA™, CFP®
 Financial Advisor



1700 S. El Camino Real, Suite 504
San Mateo, CA 94402


(650) 389-1031


(650) 382-1986

Amy Cook, CDFA®, CFP®

Amy Cook, CDFA®, CFP®

Financial Advisor

   Amy Cook is a CERTIFIED FINANCIAL PLANNER™ certificant and holds a Bachelor's degree in Business Management from DePaul University. She is also a graduate of the San Mateo County Leadership Program and serves as a Board Member for the San Mateo Chamber of Commerce. 

   During her tenure at Waddell & Reed, Amy has received the Circle of Champions award for seven years running, as well as the Crest award for 2013 through 2017*. 

   When she is not working, Amy enjoys spending time with her own family and encouraging her two beautiful daughters in all of their many endeavors. 


*These awards are presented annually by Waddell & Reed and are based on an analysis of investments, insurance and financial planning sales generated by the advisor. For more information regarding the awards and dates received, please contact Amy.


Phone (650) 389-1031
Fax (650) 382-1986