Amy Cook , CDFA™, CFP®
 Financial Advisor

CONNECT

Address:

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

Phone:

(650) 389-1031

Fax/Other:

(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.

4/18

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