Evan Cole
Investment and retirement plan fiduciary advisor serving plan sponsors, their employees and individuals for 30+ years. AIF, CPFA, C(K)P
- Role
- Investment and Retirement Advisor at Commonwealth Financial Network
- Location
- Albuquerque, NM, US
- LinkedIn followers
- 500 followers
About Evan Cole
Office locations: Scottsdale, AZ and Albuquerque, NM Results-focused senior-level…
Experience
Investment and Retirement Advisor
Commonwealth Financial Network
Mar 2023 — Present
About Evan Cole, AIF®, EVP GFA RetirementEvan began his financial career in 1985 with American General and VALIC, a full service retirement planning company. While there, he received numerous awards and promotions. He resigned in 2007 to pursue an independent and conflict-free approach when advising clients. Evan resigned from Cambridge Investment Research in March 2023 and began his own company, HOPE, Helping Other People Everywhere A Financial Services Company, using Commonwealth Financial Network as its RIA and broker dealer. Evan\'s email is: e•••@hopefinances.com, 91••••••50. This message is the property of Commonwealth Financial Network or its affiliates. It may be legally privileged and/or confidential and is intended only for the use of the addressee(s). No addressee should forward, print, copy, or otherwise reproduce this message in any manner that is inconsistent with the message\'s original intent. If the reader of this message is not the intended recipient, you are hereby notified that any unauthorized disclosure, dissemination, distribution, copying or the taking of any action in reliance on the information herein is strictly prohibited. If you have received this communication in error, please immediately notify the sender and delete this message.
Education
University of New Hampshire
BS, Environmental Science
1972 — 1978
Skills
- Financial Markets
- Sales
- Business Development
- Wealth Management
- Retirement Planning
- Financial Advisory
- Financial Planning
- Fixed Annuities
- Leadership
- Mutual Funds
- Asset Allocation
- Risk Management
- Investments
- Insurance
- Alternative Investments
- Life Insurance
- Finance
- Investment Advisory
- Financial Services
- Retirement
- Strategic Financial Planning
- Asset Management
- Nonprofits
- Management
- Portfolio Management
- Mergers
- Securities
- Public Speaking
- Series 63
- Marketing
- Strategic Planning
- Training
- Series 7
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