Associate Financial Planner
With Apriem Since 2021
Responsibilities: Cole assists the financial planning department with building clients’ financial plans and helping them achieve their financial goals.
Expertise: With his strong organizational skills and efficient time management, Cole is able to find solutions in a timely manner.
Sports-Lover: After college graduation, Cole went on a European soccer trip. He visited London, Spain, Amsterdam, and Belgium!
Makes a great roommate because: He likes to keep his space clean and will pay rent on time.