Gary Cook

Gary Cook focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Hourly
  • Insurance Related Issues
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs

Planning Specialties

My firm is a Registered Investment Adviser and I am a Certified Financial Planner TM. I provide simple, easy to understand advice on financial topics such as investments, retirement cash flow analysis, debt reduction, and estate planning.

Advice is billed by the hour, allowing me to serve clients as their long-term planner, but only paying me when services are rendered.

Educated as an engineer, I worked many years in the technical field as a program manager. My interest in financial planning began as I realized my own financial "advisor" had his own agenda and was not necessarily looking out for my best interests. That was when I realized not all financial advisors are the same.

To be able to always place my clients' best interests first, I am chose not to affiliate with any brokerage firms or insurance companies. I'll never try to sell you financial products, receive sales commissions, referral fees, or any other third-party compensation that could cloud my judgement.

The focus of my practice is my clients, so you can expect highly personalized service. My first priority is getting to know you. Everything is based on your goals, priorities, and values.

Additional Information

I have been married for 36 wonderful years, have raised two amazing children, and try to hike, bike, and eat outdoors as much as possible.

Contact me for a no obligation, Get-Acquainted meeting to find out if I can help you reach your goals.

 

How to contact me:

Call me at 805-705-5023, or send me a message using the contact form at the top of this page. 

NAPFA Start Date

February 11, 2014

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This Office

709 Cathedral Pointe Ln Santa Barbara, CA 93111-1471 Phone: (805) 705-5023