**June - 2022** As we continue to prioritize your safety, and that of our team, the Weatherly crew is here to help as we conduct business seamlessly and securely from our office and home offices (since 3/16/20). We continue to collaborate and primarily meet virtually, via enhanced technology and training, to ensure your ability to connect with and access your team of investment professionals.

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About Us

Cole Hansen, CFA, CFP®

Senior Wealth Management Advisor

Cole Hansen joined the Weatherly Crew in 2014 to sustain the Firm’s distinction in client service. Cole augmented Weatherly’s team to work with advisors and partners on a number of projects, and played an integral part in the Firm’s largest system conversion. His primary focus area at the firm is providing support for existing clients specifically cashiering and required minimum distribution responsibilities. He also assists clients with 529 college savings, cost basis reconciliation, and 401(k) retirement plans.

Cole is a Chartered Financial Analyst B1 charterholder. He received his B.S. in Business Administration with an emphasis in Finance from San Diego State University in May of 2015. As a student, Cole interned at Weatherly, and was involved in many organizations on campus, such as: Associated Students, Aztec Student Union Board tt, Finance & Investment Society, and Phi Kappa Theta Fraternity. Cole was certified through the IRS and volunteered in our community by preparing taxes, free of charge, with the 2018 Volunteer Income Tax Assistance (VITA) vvv program.


San Diego State University, B.S. (Business Administration – Finance), California


License(s): Series 65 D
Chartered Financial Analyst (CFA)B1 charterholder

Active Memberships:

CFA Institute B3
Chartered Financial Analysts Society of San Diego B3

For more information about educational requirements, professional certifications, and professional designations, click here.

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