Cole graduated from San Diego State University in 2015, earning a Bachelor of Science degree in Finance. Prior to joining DCLA in 2022, Cole spent 8 years at Weatherly Asset Management, a Registered Investment Advisory firm in San Diego, California. Cole was a Senior Wealth Management Adviser at Weatherly, developing detailed wealth plans and managing portfolio assets to meet client objectives and goals. Cole holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts. Cole is a CERTIFIED FINANCIAL PLANNER™ certificant. He participates in the IRS’s Volunteer Income Tax Assistance (VITA) program that offers basic tax return preparation to eligible individuals locally in New York City.