Our Wealth Management Advisors
Brett Cole , CFP®, AIF®, RICP®
Senior Advisor, Wealth and Retirement
As a financial and investment specialist, Brett is responsible for analyzing, implementing and monitoring investment portfolios for retirement plans and individual clients.
Brett is a Certified Financial PlannerTM who designs and implements comprehensive financial plans which include retirement income planning, budgeting and cash flow analysis, investment tax planning, insurance and employee benefit planning and investment portfolio management.
Prior to NFP, Brett was a financial and investment specialist at Tycor Benefit Administrators in Wayne, PA. He has over 25 years of industry experience in investment portfolio construction, portfolio analysis, portfolio management, asset allocation strategies and financial planning.
Brett is a registered representative with Kestra Investment Services, LLC and an investment advisor representative with Kestra Advisory Services, LLC.
Brett has an Associate of Science degree in business administration from Montgomery CCC, is credentialed as an Accredited Investment Fiduciary® and Retirement Income Certified Professional®, and holds Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law Exam), 65 (Uniform Investment Adviser Law Exam) and life insurance licenses.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures