Martin T. Cole, CFP, ChFC, CLU, AAMS
Certified Financial Planner™
Martin (Marty) Cole is the Managing Member of Cole Wealth Management, LLC. Marty is extensively involved with financial planning and investment management for executives, entrepreneurs, retirees and business entities.
Prior to founding Cole Wealth Management in 2005, Marty spent 12 years with the Financial Advisors division of American Express. Most recently, Marty held the position of Group Vice President for the Southwest US Market Group. In this position, he trained, supported and led an organization of over 400 financial advisors and staff to achieve national leading client satisfaction honors while increasing revenues to over $50 million. Wanting to spend more time with his family and get back to building personal relationships with clients, Marty took an early retirement from American Express and founded Cole Wealth Management, LLC. Marty brings an elite level of leadership, investment and financial planning experience to the resources of our firm.
Marty received his BS Degree from St. Vincent College in 1991. He earned his Certified Financial Planner (CFP) designation from The College for Financial Planning in 1997, his Chartered Financial Consultant (ChFC) designation from The American College in 2001, his Chartered Life Underwriter (CLU) designation from the American College in 2004, his Accredited Asset Management Specialist (AAMS) designation from The College for Financial Planning in 2006 and is currently pursuing a Masters of Science degree in Financial Services. Marty is licensed by the National Association of Securities Dealers (NASD) an holds state securities and insurance licenses.
Marty is a regular speaker and TV/Radio guest, speaking on topics such as financial planning, leadership, business planning, and personal development.
Marty and his wife Erica have two beautiful daughters, Aubrey and Allie. Marty enjoys golf, fishing, sports and food & wine.
Robert A. DiCarlo, CRPC
Robert "Bob" DiCarlo is an associate of Cole Wealth Management, LLC. Bob works in all areas of comprehensive financial planning including, but not limited to, Retirement, Education, Investments and Tax Strategies for individuals and small businesses.
Prior to joining Cole Wealth Management, Bob spent 3 years as a Personal Financial Advisor for Ameriprise Financial, Inc. There, he was awarded the prestigious "Mercury Award" in 2007.
Bob received his BS Degree in Financial Planning from Colorado Technical University. He is licensed as an Investment Advisor by the National Association of Securities Dealers, has passed the Series 7 and 65 exams and holds various state insurance and securities licenses. Bob earned his Chartered Retirement Planning Counselor (CRPC) designation from The College for Financial Planning in 2010 and is currently studying to receive his Certified Financial Planner (CFP) designation.
Bob has been an Arizona resident since 2000 and lives in North Phoenix. He enjoys being active in the community, both as a Committee Chair for the North Scottsdale Chamber of Commerce and former President of the Paradise Valley Toastmasters group. Bob is an avid supporter of Society of St. Vincent de Paul and is a current Board Member of ESM Association. He enjoys cooking, gardening, golf, tennis and travel, and treasures time at home with Karen and their rescue dogs Sandy and Oskie. email: email@example.com
Christopher A. O'Brien, CRPC
Prior to joining Cole Wealth Management in 2005, Chris spent 4 years advising clients as a Personal Financial Advisor for American Express Financial Advisors, Inc. He consistently performed in the top 1% of the firms advisors and was awarded the prestigious honor of "Master Advisor".
Chris received his BS degree in Finance from Arizona State University. He has passed Series 7, 65 and 66 license exams through the National Association of Securities Dealers and holds various state insurance and securities licenses. In addition to the training and experience Chris has received over the past 12 yrs, he earned his Chartered Retirement Planning Counselor (CRPC) designation from The College for Financial Planning in 2008 and currently attends the University of Phoenix where he is studying to receive his Certified Financial Planner (CFP) designation.
Chris enjoys being an active member in his community. His hobbies include golf, staying fit, and enjoying the beautiful weather Arizona has to offer. email: firstname.lastname@example.org