About

Rodney Cook, CFP®, CEPA®, is a Vice President and Financial Advisor at Wealth Enhancement Group with nearly 20 years of experience helping individuals, families, and business owners navigate life’s most meaningful financial transitions. From designing sustainable retirement income strategies to guiding business owners through the complexities of exiting their companies, Rodney brings clarity, warmth, and strategic foresight to each client relationship.

Rodney’s background includes time at JPMorgan Chase in Southern California and later serving as Partner and Director of Financial Planning at a respected wealth management firm in Central Oregon. There, he led planning initiatives and coauthored In the Know, a practical guide to identifying hidden value in life insurance policies. His broad and diverse experience informs his relationship first, values driven approach to planning.

Based in Portland, Rodney believes financial planning is fundamentally about people. He prioritizes listening deeply, building long-term trust, and helping clients feel confident and prepared during life’s major transitions. He understands that retirement, business succession, and other pivotal milestones bring emotional layers alongside financial questions, and he is committed to being both guide and partner through every step.

Rodney lives in Portland with his significant other, Lauren, an entrepreneur and owner of a med spa clinic in Tualatin. Together they balance careers, parenting, and everyday adventures with humor, teamwork, and heart. For Rodney, family is the foundation for everything. Their home is filled with connection—kitchen dance parties, story time, spontaneous hikes, weekend sports, and the everyday moments that remind him why he is so committed to helping clients build financial futures that support the lives they want to live.

Education

  • BA, Business Administration, Linfield University
  • MA, Management & Organizational Leadership, Warner Pacific University

Resources from Rodney Cook II

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