Broker Check
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.