Daryl Cole CFP®
Daryl A. Cole, CFP®, graduated Cum Laude with a degree in Economics from The University of California, Irvine. He holds FINRA Series 6, 7, 24, 51, and 63 securities licenses. In addition, he is a Certified Financial Planner™ – a designation held by less than 20% of all licensed brokers and advisors according to statistics compiled from www.cfp.net and www.finra.org. Daryl has been invited to lecture at numerous venues, including California State University, Fullerton, and The University of California, Irvine Medical School. He has spoken and written articles on a variety of financial topics including investments, retirement planning, college funding, tax strategies, and teaching money skills to children.
Daryl serves as Wealth Manager to numerous clients including retirees, doctors, attorneys, and business owners across many states since 1995. He demands excellence from himself and his firm. He treats each client’s financial situation with care, concern and attention to detail. He believes each financial situation is unique, and must be customized according to the needs and objectives of the individual. Daryl says, “A one-size-fits-all approach simply does not work. I limit the clients I serve so I can focus on each client and serve them well. The trust of each relationship is a huge responsibility. It is a privilege to positively impact someone’s financial future.”
Daryl and his wife Dee Dee have a son, Jordan. The Cole’s are very active in their community and in their church. He currently serves on the Board of Directors for Mercy House, a non-profit whose mission is to end homelessness in Southern California. His life goal is to “make my corner of the world a better place.”