Senior Wealth Manager
Kayla Cook, CFP®, MBA
Aldrich Wealth LP
- Certified Financial Planner™
- High-net worth families, business owners, and physicians
- Comprehensive financial planning and wealth management
Kayla Cook joined Aldrich Wealth in May 2014. Since then, Kayla has thrived on educating clients, helping them feel empowered to make informed choices and learn the language of finance. With over a decade of experience in the financial industry, she has developed a deep understanding of the complex economic landscape. She has helped countless clients confidently navigate their wealth management journey by walking them through the intricacies of finance, as it often seems like a foreign language to many.
Kayla’s approach to wealth management is rooted in a comprehensive understanding of each client’s unique financial situation, goals, and risk tolerance. She develops customized investment strategies that align with each client’s goals and objectives. Kayla prioritizes long-term financial planning and focuses on asset allocation, risk management, and tax efficiency to ensure her clients’ portfolios are optimized for success.
As a fiduciary, Kayla is committed to always acting in a client’s best interest and takes pride in providing unbiased advice that is solely focused on helping clients achieve their financial goals. Whether a client wants to build and grow wealth, protect assets, or plan for retirement, Kayla is devoted to bettering her clients’ futures.
Kayla graduated from the University of Montana with a Bachelor of Science in business administration with an option in finance. She also has her Master of Business Administration degree from Eastern Washington University.