Ian Cook

Regional Vice President, Clergy Planning Group

Ian is originally from Albuquerque, NM and received his Bachelor’s degree in Business with an emphasis in Management from Colorado Christian University in Lakewood, CO.  Ian married his high school sweetheart, Ashley, and they are now the proud parents of twin girls, Lexi and Lili. Ian began his financial career with AXA Advisors LLC, one of the largest financial institutions in the world, where he earned a position as a Divisional Vice President. There he coached his own clients, as well as, other professionals.

Ian’s experience as a Retirement 403(b) Specialist to Educators and Non-Profit Organizations has given him expertise and practical insights into the special financial and retirement needs of people in those organizations. He has a great desire to share his skill and knowledge in educating ministry professionals and about their unique opportunities in retirement planning.  He is especially adept at recognizing untapped opportunities for his clients. Ian appreciates helping his clients to meet challenges and formulate an optimal plan to reach their personal goals.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Clergy Planning Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 303-305-5441