Ian Cook is a Wealth Manager and Vice President with Clergy Planning Group. He is a proud father to his twin daughters Lexi and Lili. He serves as a trusted professional to his clients, helping both individuals and organizations successfully achieve their financial goals.
Ian earned his bachelor’s degree in Business with an emphasis in Management from Colorado Christian University in Lakewood, CO. Ian began his financial career with Equitable Advisors, where he earned a position as a Divisional Vice President. There he coached his own clients, as well as, other financial professionals.
He holds FINRA securities registrations 7, 65, 63, and 24. He maintains his Colorado Life, Accident and Health Insurance licenses, as well as his Long-Term Care certification.
Ian’s experience in the Retirement 403(b) market working with Educators and Non-Profit Organizations has given him knowledge and practical insights into the special financial and retirement needs of people in those organizations. He has a great desire to share his skill and knowledge in educating ministry professionals and about their unique opportunities. He is especially adept at recognizing untapped opportunities for his clients. Ian appreciates helping his clients to meet challenges and formulate an optimal plan to reach their personal goals.
Clergy Planning Group is not owned or operated by Equitable Advisors or Equitable Network.