Martin Cole, CFP, MSFS, ChFC, CLU, AAMS
Certified Financial Planner™
Martin "Marty" Cole is the Managing Member of Cole Wealth Management, LLC. Marty is extensively involved with the financial, investment and estate planning for executives, entrepreneurs, athletes, retirees and business entities.
Prior to founding Cole Wealth Management, LLC, Marty spent 13 years with the Financial Advisors division of American Express. Most recently, Marty held the position of Southwest Group Vice President for the Financial Advisors division of American Express. In this position, he trained, supported and led an organization of over 400 financial advisors and staff to achieve national leading client satisfaction and performance honors. Wanting to spend more time with his family and get back to building personal relationships with individual clients, Marty took an early retirement from American Express and founded Cole Wealth Management, LLC. Marty brings an elite level of leadership and financial planning experience to the resources of our firm.
Marty received his Masters (MSFS) Degree from the American College of Financial Services in 2018 and his Bachelors (BS) Degree from St. Vincent College in 1991. He earned his Certified Financial Planner™ (CFP) designation from The College for Financial Planning in 1997, his Chartered Financial Consultant (ChFC) designation from The American College in 2001, his Chartered Life Underwriter (CLU) designation from the American College in 2004, his Accredited Asset Management Specialist (AAMS) designation from the American College in 2006.
Marty and his wife Erica have two beautiful daughters, Aubrey and Allie. Marty enjoys golf, fishing, sports, food/wine and entertaining.