Brian Cook, CFP®

Partner

Raleigh

Client Advisory

Biography

Brian is the Practice Leader of the Raleigh office. He is responsible for the vision, strategy, mentorship, and oversight of the Raleigh practice.

Prior to joining Cerity Partners, for 27 years Brian was Executive Chairman of Cook Wealth, a holistic planning firm that merged with Cerity Partners in April 2025. In the 1990’s Brian was Director of Portfolio Investments at a private equity firm focused on life science and biotech investments and a financial analyst at a large multi-national pharmaceutical company.

Education

  • B.S. in Finance and Economics from Syracuse University

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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