Cole Delucas
Wealth Advisor at Beacon Pointe Advisors | Personal CFO
- Role
- Wealth Advisor at Beacon Pointe
- Location
- Falls Church, VA, US
- LinkedIn followers
- 500 followers
About Cole Delucas
How is your IRA invested? Are your investments as tax efficient as possible? Have you taken your RMD for the year? Is your estate plan up to date?”My job as a wealth advisor is to educate, empower, and engage clients in their personal finances so that they can live their best lives. I spend time with clients in all areas of financial planning and investments to best help them get to where they want to go. My process starts with a conversation. I want to learn about what’s important to the individual – personal values, family, business and interests, goals, and future plans. I then tailor a custom plan to help achieve these goals and aspirations. Many of my clients’ plans are based on the following goals:Retirement ReadinessRetirement IncomeEducation Cost PlanningStrategic Tax & Estate PlanningCareer & Business PlanningLife Changes & MilestonesValues-Based and Impact Investing I take great pride in helping my clients achieve their life and legacy goals. If you would like to learn more about how we can work together, I would love to get in touch.
Experience
Wealth Advisor
Nov 2025 — Present · Falls Church, VA, US
On November 15, 2025, Hemington Wealth Management joined Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full-service financial planning and research-driven investments, and we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.
Education
Virginia Tech
Bachelor of Business Administration (B.B.A.), Finance
2014 — 2018
Skills
- I Thrive in Group Settings and Accomplish the Most with Other Minds Helping
- Research
- Event Planning
- Always Have a Positive Attitude Towards Life
- Microsoft Word
- Customer Service
- Morningstar
- Management
- Teamwork
- Time Management
- Social Networking
- Social Media
- Microsoft Excel
- Powerpoint
- Always Willing to Learn
- Public Speaking
- I Am Very Sociable and Outgoing.
- Leadership
- Microsoft Office
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