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.