Sean Cole, CFP®
For Sean, the most rewarding part of his work at Green Ridge is the ability to help alleviate financial stress for our clients. He understands the value of time and peace of mind and dedicates himself to ensuring clients can confidently leave their financial planning and investment management in capable hands. In his career, Sean has learned the paramount importance of active listening and understanding client perspectives. This client-centric approach allows him to provide tailored and empathetic financial guidance.
Sean brings a sense of calm and security using confidence, level-headedness, and practicality, so that GRWP clients can have a sense of peace and control around the sensitive and emotional topic that is their finances.
Sean’s Role as an Investment Advisor:
- Conducting research on investment opportunities.
- Executing trades to ensure portfolios are properly allocated and cash needs are met.
- Pricing out structured notes and spearheading allocations.
- Meeting with clients to review investment portfolios and financial plans.
Education / Certifications:
- Certified Financial Planner®
- Wealth Management Certified Professional (WMCP)
- Series 65 License
- University of Florida – Warrington College of Business: B.S., Finance, Minor in Real Estate
Outside the office, you can find Sean on the basketball court in a Hoboken men’s league, experimenting with new recipes in the kitchen, exploring the outdoors through hiking and fishing, or embarking on travel adventures. A dedicated sports fan, he proudly supports the Denver Nuggets and the Florida Gators.