Cetera Wealth Partners
Our Qualifications
Investment Professional
Designations
Mr. Cole has earned the following designation(s) and is in good standing with the granting authority:
Chartered Retirement Planning Counselor℠: College for Financial Planning The Chartered Retirement Planning Counselor℠: (CRPC) is awarded by the College for Financial Planning to applicants who complete course work in pre-and post-retirement needs, asset management, estate planning and retirement planning, pass an exam, adhere to a code of ethics and complete 16 hours of continuing education every two years.
Our desire is to help individuals and small businesses gain control over their finances and to help maximize their wealth in order to help realize their goals and dreams. Using our financial skills and knowledge, as a Chartered Retirement Planning Counseler, we help clients live a healthy, financially balanced life.