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Rob Cook, CPA, CFP®

Rob Cook, CPA, CFP®

Financial Advisor,
Financial Planning

  • Rocklin, CA
  • The One Thing | Remember the Titans
  • George Washington, Gordon B. Hinckley, and my grandpa I’ve never met.
  • Hardworking, kind, and strength of moral character

Financial Advisors

Rob Cook is a wealth management financial advisor based in Sacramento, CA.

Rob joined CAPTRUST in 2021 from Genovese Burford & Brothers—an independent wealth and retirement plan management firm—where he was a financial planner. In this role, Rob built trust by providing transparency, clarity, and financial peace of mind for clients.

At CAPTRUST, he specializes in investment management and tax planning. Rob focuses on helping new and established business owners align both their business and personal finances. Through thorough tax planning, he aims to grow wealth while efficiently meeting goals.

Prior to Genovese Burford & Brothers, Rob was a senior tax accountant with Ernst & Young. This experience built a solid foundation for his audit and tax planning for small businesses and multinational corporations. He earned both a Bachelor of Science degree and a Master of Accountancy degree from Brigham Young University.

Outside of work, Rob enjoys spending time with his wife and daughter. He is passionate about sports—specifically watching college football and basketball, hiking in the Sierra Nevada Mountains, and participating in obstacle races. Volunteering plays an essential role in Rob’s life, as he is very active within his church and community.

Education

  • Bachelor of Science degree in accounting from Brigham Young University
  • Master of Accountancy degree from Brigham Young University

Industry Designations

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™
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