Brett Cole, CFP

Brett Cole, CFP

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
• TriCounty Chamber of Commerce, Member
• Society of Financial Service Professionals (SFSP)

Lectures and Articles
• Wealth Solutions Quarterly Newsletter

Education/Credentials
• Certified Financial Planner®, CFP
• Chartered Retirement Plan Specialist, CRPS
• Series 7 (General Securities Representative), 63(Uniform Securities Agent State Law Exam), 65(Uniform Investment Adviser Law Exam) - Registered Representative with NFPSI and Investment Advisor Representative with NFPSI and Tycor Asset Mnagement, Inc.
• Life Insurance licensed

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

 

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