Our Team
How We Work
We serve our clients as comprehensive financial advisors which ranges from tax preparation to retirement planning. Over time, we've witnessed close friends and family face challenges in navigating their financial paths without adequate support. Through our expertise in personal finance and professional training, we aim to empower individuals to better plan for their futures. We take pride in our ability to simplify financial concepts, making them accessible and actionable for our clients. Our dedication extends beyond our practice as we strive to make a positive impact within our community
Cole Edwards, CPA
Founder/President
Cole is the founder of CDE Financial and a licensed Certified Public Accountant. Specializing in tax preparation, tax planning, and wealth management, Cole is dedicated to helping clients achieve their financial goals. Cole earned his undergraduate degree from California Polytechnic State University, San Luis Obispo, where he developed a strong foundation in finance and accounting. With a commitment to personalized service and a deep understanding of the financial landscape, Cole provides strategic guidance to individuals and businesses alike.