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

About Waddell & Reed

Waddell & Reed is a full-service financial firm committed to helping people pursue their financial goals, and has been working with individuals and businesses for over 80 years.We offer a wide range of financial products and services to individuals and business owners. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more independent financial future. 

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.While developing a customized financial program, we will walk you through a step-by-step financial planning process that can help make you feel confident in your financial decisions.

Once your goals have been established, we can customize appropriate strategies designed to suit your vision and objectives. We can help you execute a comprehensive financial program utilizing the following products and services

 

  • Financial Planning
  • Investments
  • Retirement Strategies 
  • Estate Planning
  • Insurance and annuities*

Please call us if you have any questions about our firm or the range of financial products and services we provide. 

 

*Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements.

06/17