Cole
Brownell

Cole Brownell, CFA^®, CFP^®, is a Senior Financial Advisor at Signature Estate & Investment Advisors, LLC (SEIA) and a member of founding partner Gary Liska’s team. Since entering the financial-services industry in 2014, Cole has worked with clients to develop investment, retirement, and financial-planning strategies that support their long-term goals.

Cole’s approach combines investment analysis with comprehensive financial planning. He helps clients consider how their investment strategy, retirement objectives, risk tolerance, cash-flow needs, and broader financial priorities can work together within a coordinated plan. His CFA^® and CFP^® credentials bring together a disciplined investment perspective and a client-centered planning process.

A key focus of Cole’s work is developing personalized investment and retirement strategies. He works directly with clients to help them make informed decisions, adapt their financial plans as circumstances change, and stay focused on the long-term objectives that matter most to them.

As part of Gary Liska’s advisory team, Cole collaborates with SEIA colleagues to provide coordinated wealth-management guidance. He is also a licensed life and health insurance agent and can incorporate insurance considerations into the broader financial-planning conversation when appropriate.

Before joining SEIA, Cole served as a financial advisor at Capstone Partners. He earned a Bachelor of Science in Finance, magna cum laude, from California State University, Northridge. Cole became a CERTIFIED FINANCIAL PLANNER^™ professional in 2018 and earned the Chartered Financial Analyst^® designation in 2020, passing all three CFA examination levels on his first attempt. He holds Series 7 and Series 66 licenses, as well as California Life and Health Insurance License #0J05371.

A Southern California native, Cole enjoys hiking, spending time at the beach, traveling, and connecting with friends.