Our mission is to help individuals and families achieve complete financial security.  We take a deep interest in your personal situation and provide unbiased investment advice based upon sound financial planning principles.  Honesty, integrity and unquestionable ethics are at the heart of all we do.



Cole Financial Solutions is an independent fee based Registered Investment Advisor (RIA) in the San Francisco Bay Area. As an RIA we have a fiduciary responsibility to offer advice that is in the best interest of our clients. We have a legal responsibility to put your needs ahead of our own.

Our goal is to align our client's finances with their vision, values and goals. We assist them in determining what is and isn't important. We develop clear metrics for determining success and keep a focus on the long term.




Cole Financial Solutions is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Cole Financial Solutions and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Cole Financial Solutions unless a client service agreement is in place.  

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