Haley Tolitsky, CFP®

Financial Planner at Cooke Capital
On the record

Haley is a Certified Financial Planner™ with Cooke Capital, providing comprehensive financial planning and investment management services. She is passionate about financial empowerment, specifically for women, and loves the opportunity to motivate and guide others to take charge of their financial lives. She also is leading the NextGen strategy at Cooke Capital, coupling education and strong communication as her approach to improve engagement levels with the next generation, and manages Cooke Capital’s 401(k)-participant experience.

She is an active contributor for TheStreet’s NextGen Money column and has been featured by several news outlets, including CNBC, InvestmentNews and Money. Haley currently serves on the Board of Directors for the Financial Planning Association of the Triangle as the Communications Director and is FPA NexGen's Public Relations Coordinator-Elect. Haley’s priority is to connect more females in finance; she serves as a CFP® Board Mentor and founded the FPA of the Triangle’s Women’s Initiative.

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