Sam Cook
Owner, Financial Advisor at Regency Wealth Advisors, LLC. | Fort Worth, Texas, United States
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Sam Cook is a seasoned financial advisor and the owner of Regency Wealth Advisors, LLC, where he leverages over two decades of experience to guide pre-retirees and retirees in navigating the complexities of retirement planning. Since beginning his career in Financial Management with John Hancock in 1996, Sam has honed his expertise in comprehensive financial planning, focusing on retirement income strategies that empower clients to enjoy their golden years without financial stress. His commitment to active investment management ensures that client portfolios are not only aligned with their retirement goals but also adaptable to market fluctuations.
At Regency Wealth Advisors, Sam leads key projects that include tailored retirement income planning, social security optimization, and pension planning. His proficiency in managing corporate 401(k) and 403(b) plans has positioned him as a trusted advisor for businesses seeking to enhance their employee benefits offerings. Sam's holistic approach to financial planning encompasses estate planning and life insurance strategies, ensuring that clients' legacies are preserved and their families are protected.
With a strong foundation in portfolio management and a keen understanding of market dynamics, Sam employs a proactive investment strategy that prioritizes risk management while seeking growth opportunities. His leadership skills and dedication to client education foster long-lasting relationships built on trust and transparency. As the financial landscape continues to evolve, Sam remains committed to providing personalized, strategic guidance that helps clients achieve financial independence and peace of mind in retirement.
Owner, Financial Advisor at Regency Wealth Advisors, LLC. in January 2016 to Present
Financial Advisor at John Hancock in January 1996 to January 2016
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Furman University, Bachelor’s Degree, January 1975 to January 1977
Anderson University, Associate’s Degree, January 1973 to January 1975
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Estate Planning
Financial Planning
Portfolio Management
Retirement Planning
Retirement
Marketing
Investments
Leadership
Life Insurance
Project Management
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Discover more about Regency Wealth Advisors, LLC.What is Sam Cook email address?
Email Sam Cook at [email protected]. This email is the most updated Sam Cook's email found in 2026.
What is Sam Cook phone number?
Sam Cook phone number is +1.8173770031.
How to contact Sam Cook?
To contact Sam Cook send an email to [email protected]. If you want to call Sam Cook try calling on +1.8173770031.
What company does Sam Cook work for?
Sam Cook works for Regency Wealth Advisors, LLC.
What is Sam Cook's role at Regency Wealth Advisors, LLC.?
Sam Cook is Owner, Financial Advisor
What industry does Sam Cook work in?
Sam Cook works in the Financial Services industry.
Sam Cook Email Addresses
Sam Cook Phone Numbers
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