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Cole Bryant

Advisor Image
Cole Bryant
Financial Advisor
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Part of the Legacy Wealth Group practice
About Cole Bryant
About Cole Bryant

I believe financial planning should help people gain clarity and confidence, not create more complexity.


Too often, people feel overwhelmed by financial decisions. Whether it’s preparing for retirement, investing wisely, managing taxes, protecting loved ones, or creating a lasting legacy, there’s no shortage of information available. The challenge is knowing what applies to your situation and what steps to take next.


That’s why I became a Financial Advisor with Thrivent.


My goal is to help individuals, families, and organizations make informed financial decisions that align with their values and long-term goals. I work closely with clients to simplify complex financial topics and create practical strategies around retirement planning, investment management, tax-efficient planning, protection planning, and charitable giving.


Many of the people I serve are approaching retirement and want confidence that they’re making the right decisions regarding Social Security, retirement income, taxes, Medicare, and their overall financial future. I also enjoy helping professionals and families build a strong financial foundation as they work toward their own goals and milestones.


What I enjoy most about this work is the opportunity to build long-term relationships and help clients make progress toward what matters most to them. I believe financial advice should be personal, educational, and tailored to the unique goals and values of each individual and family.


Outside of work, I live in Altadena, California with my wife and our dachshund, Phil. I’m passionate about financial education and regularly partner with churches, nonprofit organizations, and community groups to help people improve their financial knowledge and make more confident financial decisions.


I consider it a privilege to help clients navigate some of life’s most important financial decisions. Whether you’re preparing for retirement, navigating a major life transition, or simply looking for a trusted financial partner, I’d welcome the opportunity to connect and learn more about your story.

Specializations

My team and I have the pleasure of working with individuals, families and businesses to establish plans that help them build, protect and distribute their wealth by addressing the following:


  • Retirement Planning (Accumulation & Distribution)
  • Cash Flow & Debt Payoff Strategies
  • College & Education Planning
  • Investment Management
  • Risk Management & Insurance Planning
  • Advanced Tax Planning
  • Estate & Legacy Planning


Our approach is purposeful and continuous. We begin with an understanding of where you are today and adjust our services as your situation and goals change throughout your life.

Education, Licenses, & Designations
  • Life and Health Insurance Licenses
  • FINRA Series 07 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • Bachelors in Business Management
My qualifications
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Arizona
  • California(Insurance Lic. #4292394)
  • Colorado
  • Oregon
  • Texas
  • Washington

Insights

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Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX
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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations