Cole & Company, Inc is a financial planning firm located in Orange County, CA. The goal of Cole & Company, Inc. is to serve as the personal CFO for our clients. We believe the role of the financial advisor is to work with clients to define their goals and values; and then collaborate with other professionals, such as CPA's, fiduciaries, and attorneys to work together on behalf of the client to pursue their goals.

We take an active approach to helping you manage and grow your wealth. We know that you’ve worked hard for what you have, so we work with you to coordinate all aspects that contribute to your wealth – your financial, retirement and estate plan, funding your children’s education, and your investments. We work with you to understand and analyze your situation and offer solutions to help keep every aspect of wealth working toward your financial goals.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary.  Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

We understand that life happens, and the changes aren’t always planned, which is why we regularly review your plan with you and adjust it when needed. Keeping your plan aligned with your priorities can help you stay on track to pursue your financial goals. Our experienced team of planners take the time to get to know you and understand your goals, so we can work together toward your financial plan.