Brad Cole, CFP®

Educational Background and Business Experience

Bradley Cole was born in 1959 in Torrance, CA. After high school, he received a Bachelor of Science degree in Business Administration at Pepperdine University in Malibu, California in 1981. He worked in sales in the California wine industry after graduation. He attended graduate school at Boston University "Masters in International Relations Overseas Program" in Paris, France for two years from 1988-89. While in Paris he founded V.O. Productions, a theater company specializing in presenting American classic dramas to Paris audiences for which he also served as president. Upon returning to the U.S., he worked in the entertainment industry in many capacities, notably as an actor, producer and director for television, and off-Broadway theater and film in New York City from 1999 -2009. During that time he formed "Nomadic Music", a music publishing company. He transitioned from the entertainment industry in 2009 to concentrate on the Financial Services Industry. Mr. Cole became a Registered Representative and Investment Advisor Representative in 2014, having successfully passed three securities registration examinations: Series 6, 63, and 65. He also passed his Series 7 exam in 2015. He also currently holds active licenses with the California Department of Insurance and California Department of Real Estate. Mr. Cole received his CFP certification in November 2017.