Who Are We
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.
Planning Values - Key Areas for Analysis:
- Sufficient Liquidity
- Control of Debt
- Align Expected Income with Expenses
- Effective Management of Risk through Smart Insurance
- Proper Tax Strategies
- Risk Tolerance – Balance needs and tolerance for risk
We recognize that life is much more than Investments. Our approach to planning is focused on the enhancing the individual's life style.
- Reduce Stress
- Keep Things Simple
- Leaving a legacy can make a difference in other people’s lives
Don Cole CFP®
Don Cole is the Managing Director of Cole Financial Solutions. Don has six years in the financial services industry. Don chose to pursue his passion for helping families achieve their financial dreams after spending twenty five years with AT&T where as Regional Vice President he led a sales team providing solutions to large business customers.
Don is focused on providing comprehensive, personalized service to his client base. Integrity, hard work and financial discipline are the foundation of his approach to serving clients. Don believes that a clear understanding of needs and objectives and the creation of a personalized, well thought out plan are the keys to financial freedom and puts strong emphasis on these activities.
Don is a Certified Financial Planner. He holds the Series 65 and California Life Insurance Licenses. He received an MBA from San Jose State University and a Certificate in Financial Planning from University of California, Santa Cruz.
Don has been happily married to his wife Sandi for twenty six years. They are the proud parents of two children, Alex and Lindsay. Don is a person of strong faith. He serves in the Childrens' Ministries at his church and is Treasurer of the Fremont Niles Rotary Club. He enjoys snow skiing, tennis, hiking and watching the local sports teams, particularly his beloved San Francisco Giants