Chris Cook

Chris Cook is a Wealth Advisor at Diversify, where he works with individuals and families to help them make confident financial decisions and stay aligned with their long-term goals. He partners with clients across all stages of life—from building and protecting wealth to preparing for retirement—delivering thoughtful planning that brings clarity and direction to complex financial situations. Chris is committed to building trusted relationships grounded in transparency, collaboration, and personalized attention.

Chris takes a holistic approach to advising, helping clients navigate investment strategy, retirement planning, risk management, tax efficiency, and wealth transfer considerations. He believes financial advice should be personalized, practical, and aligned with each client’s values, ensuring decisions are made intentionally rather than reactively. His goal is to simplify complexity and serve as a trusted partner through market cycles and life transitions.

Prior to joining Diversify, Chris held advisory roles at Charles Schwab and Fidelity Investments, where he gained experience in investment portfolio construction and comprehensive financial planning. He holds Series 7, 65, and 63 registrations and earned his degree in Business Management from Utah Valley State College.

Outside of the office, Chris enjoys spending time with his family, golfing, and fly fishing Western rivers. He lives in Lehi, Utah with his wife and four children.