Our Firm

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 achieve their goals.

Daryl A. Cole,CFP® is President/CEO of Cole & Company, Inc. Mr. Cole holds a Bachelors of Arts degree in economics from The University of California at Irvine. In addition he has a CERTIFIED FINANCIAL PLANNERTM designation; a designation that requires applicants to pass a comprehensive exam as well as adhere to a strict code of ethics. Since 1995, he has been assisting over 250 households across many different states. Daryl is married to his wife Dee Dee and they have a son, Jordan. The Cole's are very active in their community and in their Church. His life goal is to "make my corner of the world a better place."

Diane Brown is the office manager and administrative assistant. She is in charge of operations and has been Daryl's lead assistant since 2000. Diane is the proud mother of 3; Terrence, Bria, and Christopher.