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  1. Home
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  3. Rob Cook
Rob Cook's picture

Rob Cook

CPA
Personal CFO & Tax Advisor
Contender Financial
Country or state 
United States (Utah)
Available to 
North America,
Europe
City 
Salt Lake City
Fee 
Ask for pricing
Languages 
English
Volunteer
Yes
Timezone 
America/Denver

Personal Details

Bio

Imagine the secrets and lessons you could learn about how to create wealth and pay less in taxes from watching the wealthiest families in the world? By day I work at one of the largest accounting firms in the world as the trusted tax and wealth advisor to some of the wealthiest families in America, and by night I share the secrets and lessons I've learned from watching these ultra-wealth families with my personal clients as their Personal CFO and tax advisor. Over time I have taken all that I've learned from serving these ultra-wealthy families and created what I call the Personal Financial Operating System. A system designed to help anyone reach the wealth and freedom levels they want faster, with less set-backs, and more confidence.

With over a decade of experience in speaking and teaching, I have honed my ability to engage, educate, and inspire audiences of all sizes and I'd like to share my insights and system with your audience. My speaking style is not just informative but also highly engaging, interactive, and relatable. I believe that learning should be an enjoyable experience, and I strive to create a lively atmosphere where participants are encouraged to ask questions, share their thoughts, and actively participate.

Current position (2)

Personal CFO & Tax Advisor

Contender Financial

Tax Manager

Ernst & Young

Degrees (1)
Master of Accounting
Brigham Young University
2007 to 2015

Presentations

Presentations (2)
Elite Wealth Tactics: Tax and Investment Secrets from the Ultra-Wealthy

Discover the elite wealth tactics that have propelled billionaires and centi-millionaires to financial success. In this presentation, I'll unveil the tax and investment secrets I've learned from serving some of the world's wealthiest families. You'll gain insights into the exclusive strategies they used on their wealth journeys to minimize taxes, maximize investments, and create enduring wealth. Central to this discussion is the Personal Financial Operating System, a comprehensive framework I’ve developed to integrate these powerful secrets. This system is designed to help anyone achieve and preserve wealth rapidly while avoiding common financial pitfalls. Whether you're aiming for financial independence or looking to elevate your current financial status, this presentation will provide you with the tools and knowledge to navigate your financial journey with confidence and precision.

Purposeful Wealth Creation: The Personal Financial Operating System

The system you need to create the financial life you've always dreamed of. Wealth isn't ever created on accident. It's always on purpose. This presentation is based on years of working with the ultra-wealthy and successful and talking about their journeys to financial freedom. In the presentation we give the audience actionable steps they can take today to immediately begin to see more clearly where they want to go and where they are financially.

Past talks (1)
Personal Financial Operating System
Make More Hustle Less Mondays
Online
June 10, 2024
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Expertise (9)

Financial services
Business
Health & Well-being
Other
Taxes and Investing For Sales Professionals GENERATIONAL WEALTH BUILDING Savings and Investment Entrepreneur Success

Awards & certifications (3)

Certified Public Accountant (CPA)
Utah Department of Commerce
Certified Financial Planner (CFP)
CFP Board
Chartered Financial Analyst (CFA) - Level 1
CFA Institute
Recommendations
Why choose me? 

Because I'm an accountant with a personality! And I teach people the secrets of the ultra-wealthy.

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