About Cole Bryant
Hello! I'm Cole Bryant, a Pasadena-based financial advisor with a strong passion for helping people manage their finances wisely. My fascination with financial advising started with meaningful money conversations with my dad while playing ping pong in our backyard growing up. Those chats taught me the importance of financial responsibility and good stewardship, principles that continue to guide me today.
When I'm not immersed in financial strategies, you can find me behind the drum kit at Vintage Church Pasadena keeping time for their worship services. Outside of work, I love playing sports with friends at the park, traveling with my wife, Lauren, and geeking out over the latest Marvel and Star Wars content.
Feel free to explore my website to discover how I can assist you, whether you're an individual looking to secure your financial future, a family seeking financial stability, or a business owner with unique financial goals. I'm here to connect with you and help you achieve financial peace and fulfillment.
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