Tom Cook Fulcrum Partners executive benefits

Tom Cook

Financial Consultant


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Thomas Cook, CFA, is a precise and technically skilled business professional, experienced in designing and delivering comprehensive and integrated retirement plan solutions. A lifelong athlete, Tom is as committed to fiscal fitness as passionately as he believes in physical fitness.

With nearly a decade of professional experience in the financial industry, primarily specializing in deferred compensation and executive benefits, Tom’s work history includes positions as a Portfolio Consultant for Schwab Private Client Investment Advisory and Financial Analyst or Senior Analyst for Bank of America, Florida Municipal Power Agency, and others. Most recently he was a Senior Consultant for a leading provider of retirement plans, insurance, and consulting services.

From starting quarterback for Davidson’s Division 1 Football team (2002-2003), to academic honors, to his effectiveness in the creative design and implementation of executive benefit plans, Tom is building a legacy of demonstrated leadership, accomplishment, and self-discipline.

  • Scholarship Recipient, Indiana University Kelley School of Business
  • General Secretary, Davidson College Review Board (2003-2005)
  • Quarterback, Davidson College Varsity Football (2002-2003)
  • Pioneer Football League Honor Roll (2002)
  • Co-founder and past President, Davidson College Club Baseball
  • Vice President, Phi Delta Theta, North Carolina Gamma Chapter (2004-2005)
Degrees, Certifications, and Registrations

Thomas Cook is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. CA License #0H76529

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Publications and Presentations
Fulcrum Partners Adds Tom Cook to Its Newport Beach CA Office” (Feb 2018)
Technical expertise and extensive experience in the design, implementation, funding and ongoing administration of nonqualified deferred compensation plans.