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Brian Cook , CFP®

Partner & Practice Leader

Raleigh

Client Advisory

Biography

Brian is a Partner and 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.

Learn more about my practice.

Education

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

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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Principal & Client Experience Director

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.