David C. Cook, CPA, CFP®
Advisor, Wealth Management
Location
Grand Rapids, MI
616.975.4100
Education
Calvin University
Bachelor of Science and Arts in Accountancy
Current Role
Dave develops creative strategies that help clients work toward meeting their financial goals, integrating asset management and retirement plan services with overall business and financial plans. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and other financial needs along the way.
Service Areas
- Comprehensive financial planning
- Investment analysis and portfolio design
- Retirement and estate planning
- Qualified and non-qualified retirement plans
Experience
Dave began his career in 2015 in tax, later focusing on wealth management, supporting high net worth individuals and business owners. He has extensive knowledge of financial planning, asset allocations and estate planning.
Dave received the CFP® certification from the Certified Financial Planner™ Board of Standards. He holds the Series 7 and 66 securities registrations, and is also a Certified Public Accountant. Being a CPA brings a unique skillset to the financial planning process, enabling him to recommend different options for tax savings.
He keeps current on industry standards by attending seminars and graduate level courses offered through professional societies and associations.
A Closer Look
- With Dave’s tax experience, he is able to help integrate tax planning into the clients’ overall wealth strategy.
- Dedicated to sharing his knowledge with others, Dave has presented at Rehmann’s annual tax training.
- Dave regularly consults with clients on topics such as portfolio allocation, Roth conversions, estate planning, and life insurance.
Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Wealth, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 2330 E. Paris Ave SE, Grand Rapids, MI 49546 | 616.975.4100
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