Cole Einerson, CFA®, CFP®, is a seasoned financial professional with a diverse background in wealth management and business development. Starting as a Business Development Specialist at TD Ameritrade, Cole transitioned to roles as a Financial Consultant and later as a Private Wealth Advisor and Portfolio Manager at Diversify Advisor Network. In February 2023, Cole founded Einerson Financial, serving as a Private Wealth Advisor. Cole holds a Bachelor's degree in Finance from Southern Utah University and a Master's degree in Financial Planning & Analytics from Utah Valley University, alongside an Associate's degree from Utah State University.
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