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 independent financial advisors*, in La Jolla, California. Chris and his wife Brooke and their daughter Addison moved back to Utah in the fall of 2011 to work with his father Ed at Cole Financial Advisors. He is a registered investment advisor representative and LPL Registered Principal and has series 7**,24**, and 66*** securities registrations. He specializes in retirement planning and assisting Edward Cole in the financial planning process. Chris and his wife Brooke now have two kids, Addison and Sienna, and live in Mapleton, Utah.
*As reported by Financial Planning magazine, 1996-2022, based on total revenue.
**Held with LPL Financial
***Held with Cole Financial Advisors, Inc. and LPL Financial