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Daniel C

CFP®, Series 66

Virginia Beach, VA

Cook Financial Designs, Inc.

Daniel Cook is the principal and sole advisor at Cook Financial Designs, Inc., an independent registered investment adviser based in Virginia Beach, VA. He holds the CFP® designation and Series 66 license, with 25 years of industry experience. In addition to his advisory role, Cook operates a CPA firm providing corporate, partnership, and individual tax preparation services and offers life, disability, and annuity products through his firm. Cook Financial Designs serves individual and high-net-worth clients, delivering comprehensive financial planning and advisory services tailored to clients’ goals, time horizons, and risk tolerance. The firm manages primarily non-discretionary portfolios and emphasizes a goals-oriented investment approach with ongoing monitoring and rebalancing.

General retirement planning General tax planning Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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