Wealth Management Associate AdvisorCole@WeatherlyAssetMgt.com
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 passed Level III of the CFA Program in 2018B03. 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
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