Cole Barrett

As a Financial Advisor, I help families and individuals achieve their personal and financial goals, no matter how big or small. My approach involves helping clients understand their options and partnering with them to turn their goals into reality. Financial planning is about people and their dreams, aspirations, and security.

My mission is to provide flexible financial planning, life insurance, disability insurance, and a foundational approach to savings using a customer-first strategy. I listen to my clients, understand their unique situations, and tailor solutions to fit their needs. I am passionate about making financial literacy accessible and empowering clients to make informed decisions.

My role allows me to bring my passions for finances and people together, offering comprehensive support to help clients navigate their financial journeys with confidence. Whether it’s planning for retirement, securing their family's future, or building a robust savings plan, I am committed to being a trusted partner every step of the way.

I am inspired by my clients' stories and successes, which fuel my commitment to excellence and continuous improvement. By fostering strong, lasting relationships, I aim to create a positive impact that extends beyond financial success.

Beyond my financial advisory role, I am committed to promoting diversity and inclusion within our community. As a D&I Council member, I represented our office at the Together with PRIDE event in Milwaukee and spoke at our D&I Summit. I also helped establish a partnership with Mama G's, an organization addressing hunger in San Francisco's Tenderloin neighborhood. These experiences have fueled my passion for creating an inclusive environment where everyone feels valued and empowered.

I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.