Matthew A. Cook,  CFP<sup>&reg;</sup> - Financial Advisor

Matthew A. Cook, CFP®

Client Advisor and Branch Manager

Mercer Advisors

1801 E Cabrillo
Santa Barbara, CA 93108
FINANCIAL ADVISOR'S WEBSITE
(877) 642-5224

General

Matthew Cook is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mercer Advisors in Santa Barbara, CA and the surrounding communities.

Financial Advisor Experience

Matt has been delivering comprehensive financial planning services to his clients since 2002. He offers new and unique perspectives regarding life-changing decisions such as buying or selling a business, choosing an investment policy, establishing savings goals, deciding when to retire, or charting a retirement distribution strategy. Matt earned his degree in Economics and Business, with honors from Westmont College in Santa Barbara, holds the FINRA Series 65 license, and is active in the local chapter of the Financial Planning Association. He lives nearby with his wife Patti, and their three children.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds

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