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Dave Cook, Cfp®, Cpa is listed as Wealth Management Advisor at Rehmann, a with 851 employees, based in Grand Rapids, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Dave Cook, Cfp®, Cpa.
Dave Cook, Cfp®, Cpa previously worked as Tax Associate at Rehmann and Chief Investment Officer at Knight Investment Management. Dave Cook, Cfp®, Cpa holds Bachelor Of Science In Accountancy, Accounting from Calvin College.
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I develop comprehensive financial plans that include the many areas of financial planning such as investment planning, retirement planning, insurance planning, cash flow management, risk management and tax planning strategies just to name a few. I love helping clients understand the complex issues of their finances. I want my clients to see the whole financial picture; where they are today, where they want to be, and how to get there. It is a privilege to work with clients throughout the whole process and guide them to reaching their financial goals. One of my main areas of focus is retirement planning. I have been able to construct many retirement plans for clients. This has given me the opportunity to analyze the client's investments, to see if they are on track for retirement, and if there is any way I can assist them. Before I started in wealth management and financial planning, my main area of focus was on tax preparation, and consulting. Throughout my career I have been able to help clients save on tax dollars and build after tax wealth through different methods and strategies. I believe my tax experience gives me a unique skill set that I can use in the financial planning process. website for more info: www.rehmann.com email to contact me: dave.cook@rehmann.comInvestment advisory services offered through Rehmann Wealth, a Registered Investment Advisor.Securities offered through Rehmann Financial Network, LLC member FINRA/SIPC.
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Grand Rapids, Michigan, United States
- Develop and create strategic financial plans to assist clients in working toward their financial goals- Design portfolios and recommend appropriate strategies to help clients accomplish their financial objectives - Analyze clients' investments by looking for weakness and opportunities in the clients' portfolio
Greater Grand Rapids, Michigan Area
-Prepare a broad range of individual, corporate, and partnership tax returns, including consolidated returns and multi-state returns.-Consulted with clients to plan for and reduce their tax burden by finding potential deductions and recognizing any deficiencies - Maintained knowledge of latest tax law and regulation changes, communicated to clients how those changes impact them and researched tax questions. - Maintained positive relationships with clients by answering client… Show more -Prepare a broad range of individual, corporate, and partnership tax returns, including consolidated returns and multi-state returns.-Consulted with clients to plan for and reduce their tax burden by finding potential deductions and recognizing any deficiencies - Maintained knowledge of latest tax law and regulation changes, communicated to clients how those changes impact them and researched tax questions. - Maintained positive relationships with clients by answering client questions, working with authorities on their behalf, and regularly communicating relevant information Show less
Grand Rapids, Mi
-Developed a portfolio for our client Calvin College, produced and presented a semi annual report showing progress- Increased the portfolio by 40% in my time involved with the club-Reviewed weekly stock pitches before the pitches were presented to the group-Executed trade orders that the group voted to either buy or sell -Influenced sector heads and club analysts in researching different stocks throughout the year-Recruited new members for the club and trained those new… Show more -Developed a portfolio for our client Calvin College, produced and presented a semi annual report showing progress- Increased the portfolio by 40% in my time involved with the club-Reviewed weekly stock pitches before the pitches were presented to the group-Executed trade orders that the group voted to either buy or sell -Influenced sector heads and club analysts in researching different stocks throughout the year-Recruited new members for the club and trained those new members Show less
Muskegon, Mi
-Verified cash of the cashiers and verified cash stored away every night -Entered transactions dealing with revenue and cash into the reporting system-Created bank deposits, sorted receipts, ran process audits, and ran cash pickups throughout the day
Comstock Park, Mi
-Reviewed client information to prepare Individual tax returns ensuring compliance with Federal and state tax laws-Developed an understanding of the tax laws along with up coming changes to the tax laws
Other employees you can reach at rehmann.com. View company contacts for 851 employees →
Mark Walla
Colleague at RehmannToledo, Ohio Metropolitan Area, United States
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KM
Kyler Mckenzie
Colleague at RehmannTraverse City, Michigan, United States
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Toby Hoggard
Colleague at RehmannDimondale, Michigan, United States
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Carmen D Hernandez
Colleague at RehmannMiami, Florida, United States
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Paula Podein
Colleague at RehmannSpring Lake, Michigan, United States
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Carol Mattern
Colleague at RehmannJupiter, Florida, United States
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David Fisher
Colleague at RehmannJackson, Michigan, United States
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Sharon Berman
Colleague at RehmannFarmington, Michigan, United States
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Brian Waite
Colleague at RehmannAnn Arbor, Michigan, United States
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Maher Faik, Cpa
Colleague at RehmannDetroit, Michigan, United States
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Quick answers generated from the profile data available on this page.
Dave Cook, Cfp®, Cpa works for Rehmann.
Dave Cook, Cfp®, Cpa is listed as Wealth Management Advisor at Rehmann.
Dave Cook, Cfp®, Cpa is based in Grand Rapids, Michigan, United States while working with Rehmann.
Dave Cook, Cfp®, Cpa has worked for Rehmann, Knight Investment Management, Michigan'S Adventure, and Gedris, Wigent, And Hossink.
Dave Cook, Cfp®, Cpa's colleagues at Rehmann include Mark Walla, Kyler Mckenzie, Toby Hoggard, Carmen D Hernandez, and Paula Podein.
You can use AeroLeads to view verified contact signals for Dave Cook, Cfp®, Cpa at Rehmann, including work email, phone, and LinkedIn data when available.
Dave Cook, Cfp®, Cpa holds Bachelor Of Science In Accountancy, Accounting from Calvin College.
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