Broker Check

   Edward J. Cole, CFP®
Cole Financial Advisors, Inc.
3355 North University Avenue, Suite 150
Provo, Utah 84604
(801) 374-6393



We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Edward J. Cole is an investment professional with over 25 years experience. He earned his CFP® certification in 1983 and started his business in 1984. He has series 7, 24, 63, and 65 securities registrations and is also Life Insurance...

Read more

Chris has a Bachelor's degree in business from Utah Valley University and is a CFP® professional. After graduating in 2007 he spent 4 years working at the home office of LPL Financial, the largest independent broker dealer for...

Read more