Kyle Cook, CFP®

Principal

Austin

Client Advisory

Biography

Kyle Cook, CFP®, is a Principal in the Austin, TX office with more than ten years of experience in financial planning and wealth management. Kyle specializes in working with individuals managing concentrated stock positions and clients who want to delegate their financial lives to an advisor, allowing them to focus on what matters most to them.

Prior to joining Cerity Partners, Kyle served clients at Austin Private Wealth. Before that, he held wealth management and advisory roles at TIAA and Edward Jones, where he served a broad range of clients.

Outside of work, Kyle enjoys running and spending time with his wife and two young boys. He is a passionate fan of Ohio sports, rooting for the Cincinnati Bengals, Cincinnati Reds, and Ohio State Buckeyes.

Education

  • Centre College – Class of 2014, Bachelor of Science in Financial Economics

Highlights

  • Certified Financial Planner®

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