BC

Billie Cook

Investment Advisor Representative at SagePoint Financial

Billie Cook, CFP®, is a seasoned Wealth Management Advisor at Terramar Wealth since August 2015, specializing in creating comprehensive financial plans tailored to clients' short and long-term goals. Additionally, Billie serves as an Investment Advisor Representative at SagePoint Financial, where investment risks and state-specific regulations are clearly communicated. Prior experience includes working as a Financial Representative at Northwestern Mutual from January 2011 to July 2015, where Billie aided individuals in achieving secure futures through a variety of financial products and services. Billie also has experience in coaching with Albion Soccer Club from March 2010 to March 2015. Educational credentials include a Bachelor of Business Administration from Point Loma Nazarene University, obtained between 2010 and 2012.

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