Cole Brownell, CFA®, CFP® is an Advisor at SEIA and a member of Founding Partner Gary Liska’s team. His areas of practice include developing investment and retirement strategies, creating financial plans, and working directly with clients. Cole has worked in the financial services industry since 2014 and previously served as a financial advisor at Capstone Partners.
He earned his Bachelor of Science in Finance, magna cum laude, from California State University, Northridge (CSUN). Cole became a CERTIFIED FINANCIAL PLANNER® professional in 2018 after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. He earned the Chartered Financial Analyst® (CFA®) designation in 2020, passing all three exam levels on his first attempt. He holds Series 7 and 66 licenses and is a licensed life and health insurance agent (CA Insurance License #0J05371).
A Southern California native, Cole enjoys hiking, going to the beach, traveling, and socializing with friends in his free time.