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.
Marty and his wife Erica have two beautiful daughters, Aubrey and Allie. Marty enjoys golf, fishing, sports, food/wine and entertaining. He has lived in Arizona since 2002. In addition to his family Marty enjoys spending time with his two adorable dogs, Muffin and Goose.
Bob DiCarlo is an associate of Cole Wealth Management, LLC. Bob works extensively in all areas of comprehensive financial planning including, Retirement, Education, Investments and Tax Strategies for individuals and small businesses.
Bob has been an Arizona resident since 2000 and resides in Scottsdale. He enjoys being active in the community and serves as President of Phoenix Business Referrals. Bob is a supporter of Society of St. Vincent de Paul and Phoenix Children’s Hospital. He enjoys cooking, gardening, tennis, and travel. He treasures time at home with his wife Karen along with their rescue dogs Sasha and Oskie.
Paul Macias is an associate of Cole Wealth Management, LLC. Paul works with individuals, families, and business owners extensively in all areas of comprehensive financial planning, including retirement planning, investment management, tax strategies, estate planning, and education planning.
Paul is a native of Arizona and lives with his beautiful family in Gilbert, AZ. Paul was a former college football player and now enjoys coaching his son's football team. Paul is extremely active and enjoys hiking, playing racquetball, weight training, and running. He is also a member of the Arizona State Alumni Association and enjoys cheering on the ASU football team.
Christopher “Chris” O’Brien is an associate of Cole Wealth Management, LLC. Since 2005, Chris has focused his energy on Investment Management and Retirement Planning, working with families to achieve their definition of Financial Freedom. He builds lasting client relationships through dedication, communication, determination, and trust.
Outside the office, Chris enjoys spending time with his family, golfing, hiking, coaching and traveling. As a coach for the Cactus Foothills Little league, Chris has aspirations to further his teams winning record (38-2) and help form today’s children into tomorrow’s responsible adults.
Cole Wealth Management, LLC is a Registered Investment Advisor.
9332 E. Raintree Dr., Suite 100 | Scottsdale, AZ 85260
(480) 275-6354
www.colewealth.com
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