Senior Wealth Manager
Kayla Cook, CFP®
- CERTIFIED FINANCIAL PLANNER™
- Personal finance, financial planning and investments
- High-net worth individuals
Kayla joined Aldrich Wealth in 2014. She has several years of experience working in the areas of personal finance, financial planning, and investments. Kayla is responsible for analyzing a client’s financial information and determining the best approach for meeting their objectives. In addition, Kayla provides strategic wealth management for individuals, families, and organizations. She is a CERTIFIED FINANCIAL PLANNER™ professional and has completed the Series 7 and Series 63.
Kayla graduated from the University of Montana with a Bachelor of Science in business administration with a focus in finance. Additionally, Kayla received her Master of Business Administration degree from Eastern Washington University.