Born in Chico and raised in Livermore, California, Cole brings over 22 years of financial services experience as a CERTIFIED FINANCIAL PLANNER™ professional. He specializes in Retirement Income Planning, Investment Management, and business group benefits.

Cole began his career at MetLife, building a strong foundation in life insurance, long-term care, and retirement planning. He went on to manage corporate group benefits and 401(k) plans across Northern California before taking the leap into true independence in 2010. Since establishing his own independent Registered Investment Advisor (RIA) firm, he has served as Chief Compliance Officer and Lead Advisor.



Dedicated to financial literacy, Cole has taught retirement planning workshops at colleges and universities throughout California. He holds a B.S. in Computer Science and Mathematics from Bridgewater State University, is an MBA Candidate in Accountancy at California Baptist University, and is a Past President of both Rotary and Toastmasters. Cole and his wife, Jennifer, raised their three children in Butte County, where he enjoys spending as much time as possible with his family.