Brian J. Cook,  CFP<sup>&reg;</sup> - Financial Advisor

Brian J. Cook, CFP®

Cook Wealth Management Group LLC

4101 Lake Boone Trl, Ste 200
Raleigh, NC 27607-7506
(919) 784-9100


Brian Cook is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cook Wealth Management Group LLC in Raleigh, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Insurance, Retirement, Stocks & Bonds, Long-term Care


Helpful Financial Planning Resources