Broker Check
Amy Cook, CDFA®, CFP®

Amy Cook, CDFA®, CFP®

Founder, Financial Advisor

Amy Cook is Founder and President of Maven Lane Financial Group. Amy joined Waddell & Reed in 2009; attracted to this business because of the proactive approach to managing personal finances. Today she is grateful to be a part of the lives of many families assisting with their personal, and sometimes complex, financial planning needs.

Amy and her team of professionals at Maven Lane Financial Group work with individuals and families who are in the accumulation phase, trying to navigate complex employment packages while managing business schedules and raising families. They also work with many who are getting ready to retire or are already retired.

Growing up, Amy’s father owned a small business and she admired his dedication and commitment to clients, his team and especially his family. Her father’s example has been her driving force as she always wanted to run a business and be able to leave a lasting legacy along the way for her clients, team and family as well.

A CERTIFIED FINANCIAL PLANNER™ professional, Amy also holds a bachelor’s degree in Business Management from DePaul University. Amy serves as a Board Member for the San Mateo Chamber of Commerce. In addition, Amy has earned accolades in her career including receiving the Circle of Champions award from Waddell & Reed for eight years running, as well as the Crest award for 2013 through 2018.*

When she is not working, Amy enjoys engaging in new projects at the office and at home. She personally designed the new space that Maven Lane Financial Group occupies reflecting her love of mixing vintage and new into a comfortable atmosphere for her clients and team members. Amy also enjoys spending time with her family, encouraging her two beautiful daughters in all of their many endeavors, and adoring her three cats Lola, Minnie, and Frankie.

 

*These awards are presented annually by Waddell & Reed and are based on an analysis of investments, insurance and financial planning sales generated by the advisor. For more information regarding the awards and dates received, please contact Amy.

Waddell & Reed is not affiliated with any other entities referenced. 

05/20