With his mom’s career in education and a love for working as a team, this is what ultimately led Cole to the marketplace in which he serves in. While Studying at the University of Southern California, his mom could not retire the year she wanted to because of lack of knowledge surrounding her retirement pension and lack of planning. His focus is working with educators, public employees, and their families. He is experienced in helping clients maximize pension benefits while refocusing current plans to meet their goals.
In LA pension Planners, Cole found a firm whose core value align with his own. As an independent advisor, he can work with many of the industry leading investment and insurance providers without any internal pressure to recommend a particular company.
Taking extreme pride in customer service and placing a high value on the advisor-client relationship, Cole is committed to developing strong and lasting relationships with each of his clients.
Outside of work, you’ll find Cole spending time in Pasadena with friends and family or travelling to New York to visit his girlfriend as she completes her Doctorate program at Columbia. He enjoys football, basketball, baseball, MMA, bicycling and of course anything Trojan related!
Securities and Investment Advisory services offered through GWN SECURITIES, INC. A Registered Investment Advisor. Member FINRA (www.finra.org) /SIPC (www.spic.org). 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. LA Pension Planners and GWN Securities, Inc. are non-affiliated companies
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