Matt Cook
Managing Director at Mercer Advisors
- Role
- Client Advisor and Certified Financial Plannertm Professional at Mercer Advisors
- Location
- Santa Barbara, CA, US
- LinkedIn followers
- 500 followers
About Matt Cook
Matt has been helping clients chart their financial future and make important decisions that affect all aspects of their wealth since 2002. As Managing Director for the Los Angeles and Central California region he oversees 5 wealth management offices, serves on the Senior Leadership Team, and as an Advisor to the firms high net worth clients. Matt received his degree in Economics and Business from Westmont College. He is a member in the local chapter of the Financial Planning Association, serves on the Board for the Page Youth Center, and is a volunteer for the local AYSO club. He lives in Santa Barbara with his wife Patti and their three children.
Experience
Client Advisor and Certified Financial Plannertm Professional
May 2005 — Present · Santa Barbara, CA, US
Since 2002 he has worked with clients to help chart their financial future and make important decisions that effect all aspects of their wealth. These areas include financial planning, investment management, estate planning, risk management, business transactions, and tax planning. Matt received his degree in Economic and Business from Westmont College. He is active in the local chapter of the Financial Planning Association and volunteers locally for the Page Youth Center, AYSO, Franklin School Reading Program, and the YMCA. He lives in Santa Barbara with his wife Patti and their three children.
Education
Westmont College
B.A., Economics and Business
1999 — 2002
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