Brett Cole, AIF®, CFP®, RICP®

Brett Cole, AIF®, CFP®, RICP®

Financial & Investment Specialist

Phone: 610.251.0670
Fax: 610.640.0989
E-mail:
 

 Professional Focus

  • Brett brings over 14 years experience in investment portfolio construction, portfolio analysis, portfolio management, asset allocation strategies and financial planning.
  • Responsible for the selection and monitoring of the investments, Brett analyzes and recommends investments for both trustee and participant directed retirement plans.
  • Brett conducts periodic enrollment meetings for plan sponsors as well as provides one on one investment counseling.
  • Working with individuals, Brett designs and implements comprehensive financial plans.

Professional Organizations

  • Chester County Chamber of Business and Industry, Member
  • Tri-County Chamber of Commerce, Member
  • Society of Financial Service Professionals (SFSP)
  • Financial Services Institute (FS)
  • Certified Financial Planner, Board of Standards, Inc.

Education/Credentials

  • Accredited Investment Fiduciary, AIF®
  • Certified Financial Planner™, CFP®
  • Retirement Income Certified Professional, RICP®
  • Chartered Retirement Plan Specialist, CRPS
  • Series 7 (General Securities Representative), 63(Uniform Securities Agent State Law Exam), 65(Uniform Investment Adviser Law Exam) 
  • Life Insurance licensed

Lectures/Articles

  • Wealth Solutions Quarterly Newsletter
  • How to Afford Health Care in Retirement
  • Retirement Income Planning

Personal Interests

  • Enjoys spending time with his wife and two children.
  • Brett is an avid golfer.

 

  

*Asset Allocation does not guarantee against loss.  It is a method used to help manage investment risk.