Cole Brownell, CFA®, CFP® is an Associate Advisor at SEIA and member of Senior Partner Theodore Saade’s team. His areas of practice include developing financial plans, investment analysis, and client servicing. He has been working in the financial services industry for the past four years and was previously a financial advisor at Capstone Partners.
Cole received his Bachelor of Science degree in Finance, magna cum laude, from California State University Northridge (CSUN) in 2016. While attending CSUN, he led teams to earn top marks in the country in the IARFC National Financial Planning Competition and the Financial Planning Association Financial Planning Challenge.
In 2018, he earned his CERTIFIED FINANCIAL PLANNER™ certification after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. Cole has passed all three levels of the Chartered Financial Analyst® (CFA®) Program (2016-2019) on his first attempt and may be awarded the charter upon completion of the required work experience. He holds a series 7 and 66 licenses and is a licensed life & health insurance agent (CA Ins. License #0J05371).
As a native of Southern California, he spends his free time hiking, going to the beach, socializing with friends and traveling.