Cole brings a comprehensive perspective to financial planning, rooted in a passion for helping others and a background in technology and business strategy. Before becoming a licensed Investment Adviser Representative (IAR), he helped B2B clients with sales and marketing. This helped shape his commitment to building long-term client relationships rather than simple, one-time transactions.
This foundation now shapes his client-first approach, emphasizing respect, integrity, and partnership. Cole is also responsible for overseeing the firm’s estate planning services, ensuring that clients’ legacies are preseved and aligned with their long-term financial goals.
Based in Los Angeles, Cole also spent two years living in Madrid and immersed himself in the local culture. He brings a diverse and adaptable experience to the team, along with a genuine interest in the people he serves.
In his free time, Cole enjoys golfing, camping, hiking, reading, cooking, gardening, traveling, and shooting film photography.