Cole Brownell, CFA®, CFP® is an Advisor at SEIA and a member of Founding Partner Gary Liska’s team. His areas of practice include developing investment and retirement strategies, creating financial plans, and working directly with clients. He has been working in the financial services industry since 2014 and was previously a financial advisor at Capstone Partners.
Cole received his Bachelor of Science degree in Finance, magna cum laude, from California State University Northridge (CSUN).
In 2018, he earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. Cole also earned his Chartered Financial Analyst® (CFA®) designation in 2020 having passed the three levels of the exam on his first attempt. He holds series 7 and 66 licenses and is a licensed life & health insurance agent (CA Insurance License #0J05371).
As a native of Southern California, he spends his free time hiking, going to the beach, socializing with friends, and traveling.