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Cole Financial Planning and Wealth Management, Inc. Employee Directory

Financial ServicesAlabama, United States2-10 Employees

Cole Financial Planning and Wealth Management, Inc. operates in the financial services sector from Birmingham, Alabama. The firm provides professional financial planning and investment advice that prioritizes clients' best interests and does not involve selling financial products. It emphasizes planning-focused services rather than product sales. Its client base includes pre- and post-retirees moving assets from employer plans, young couples seeking asset accumulation, and professionals who wish to delegate financial decisions. It also serves individuals such as singles, widowed or divorced, and families with investable assets of $300,000 or more, including educators and members of nonprofit or religious communities.

Find Cole Financial Planning and Wealth Management, Inc. employees' phone numbers or email addresses

Cole Financial Planning and Wealth Management, Inc. Global Highlights

Location
Employees

North America
10

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  • United States Of America
    9
  • Canada
    1

Oceania
1

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  • Australia
    1

Cole Financial Planning and Wealth Management, Inc.'s Leadership

  • Stylized image of a person
    P. C.
    Business Development Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. F.
    Phone icon
    Mobile Phone

Cole Financial Planning and Wealth Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Cole Financial Planning and Wealth Management, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. C.
    Business Development Manager
    Phone icon
    Mobile Phone
    AustraliaWestern Australia
    Jan 29, 2024
  • Stylized image of a person
    C. C.
    Financial Planner
    Phone icon
    Mobile Phone
    United StatesFlorida
    Feb 23, 2026
  • Stylized image of a person
    B. F.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Cole Financial Planning and Wealth Management, Inc. known for?

Minus sign iconPlus sign iconCole Financial Planning and Wealth Management, Inc. was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in Birmingham, Alabama 35235 United States; you can contact the main corporate office by phone at
+1-205-477-****
. Explore Cole Financial Planning and Wealth Management, Inc.'s company overview page for more information.

What is Cole Financial Planning and Wealth Management, Inc.'s most common email format?

Minus sign iconPlus sign iconCole Financial Planning and Wealth Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cole Financial Planning and Wealth Management, Inc. email formats with LeadIQ.

How many employees does Cole Financial Planning and Wealth Management, Inc. have currently?

Minus sign iconPlus sign iconCole Financial Planning and Wealth Management, Inc. has approximately 5 employees as of May 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Cole Financial Planning and Wealth Management, Inc.'s key employees and leadership?

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As of May 2026, Cole Financial Planning and Wealth Management, Inc.'s key employees include:

  • Business Development Manager: P. C.
  • Financial Planner: C. C.
  • : B. F.

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