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Jennifer Cook
Professional designations
CFA, RFC
Firm or Broker/Dealer name
Cypress Point Wealth Management
States licensed in
Midlothian
,
Texas
Areas of expertise
Languages spoken
English
Areas of Expertise
Estate Planning
Financial Planning
Retirement/Retirement Income
Tax Planning
Wealth Management
Time Zone
Jennifer Cook, CFP®, EA
Wealth Advisor | Nature Lover | Compassionate Listener
With 8+ years of experience as a financial planner, Jennifer Cook brings a down-to-earth approach to her work at Wings for Widows. She’s passionate about helping people feel at ease when talking about money, especially during life’s toughest seasons.
Jennifer was inspired to volunteer after watching both her grandmother and father-in-law face the challenges of early widowhood. Through Wings for Widows, she offers pro bono financial guidance with empathy, care, and a genuine desire to help.
A lover of tax and retirement planning (yes, really!), she also has broad experience in insurance, investments, estate planning, and college savings.
Outside the office, Jennifer can be found spending time in nature with her husband, their baby girl, and their dog Maverick - hiking trails or soaking up lake days together.
Wealth Advisor | Nature Lover | Compassionate Listener
With 8+ years of experience as a financial planner, Jennifer Cook brings a down-to-earth approach to her work at Wings for Widows. She’s passionate about helping people feel at ease when talking about money, especially during life’s toughest seasons.
Jennifer was inspired to volunteer after watching both her grandmother and father-in-law face the challenges of early widowhood. Through Wings for Widows, she offers pro bono financial guidance with empathy, care, and a genuine desire to help.
A lover of tax and retirement planning (yes, really!), she also has broad experience in insurance, investments, estate planning, and college savings.
Outside the office, Jennifer can be found spending time in nature with her husband, their baby girl, and their dog Maverick - hiking trails or soaking up lake days together.