Meet Matt Cook
Matt is a Managing Partner at Mercer Advisors, overseeing five wealth management offices in the Los Angeles, Santa Barbara, and Hawaii markets and working as an adviser to high-net-worth clients. He takes pride in helping clients determine the “why” behind their finances and loves solving problems and helping families and individuals coordinate their steps through the complex financial system.
Matt joined Mercer Advisors in 2002 and has been helping clients chart their financial futures ever since. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) Professional and an Accredited Estate Planner® (AEP®). He is an active participant of the National Association of Estate Planners & Councils. He received his bachelor’s degree in economics and business from Westmont College.
Matt lives in Santa Barbara with his wife and their three children. He keeps busy with boating, golf, basketball, coaching, and philanthropy. He serves on the board of the Page Youth Center and volunteers for the local AYSO club and Ocean Hills Church.
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The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm evaluates best practices, such as service models, investing models, compliance records as well as revenue trends, assets under management and industry experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.