COLE CAMPBELL, CFP®

COLE, THE SON OF A MINISTER, IS A NATIVE TEXAN WHO’S LIVED ALL OVER THE STATE, from Houston to Midland, Pampa to Waco. He went to Sam Houston in Huntsville and got his first taste of wealth management at Met Life. Cole defines his success by the number of families he helps, not the number of dollars he earns or manages.

COLE SPENDS MOST OF HIS TIME USING HIS SKILLS TO HELP FAMILIES ACHIEVE THEIR LIFE’S MISSION. To truly experience his care and competence, you have to work with him —but his credentials offer a glimpse into the depth of his expertise and ethics. He holds the designations of Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®). He’s ready to help with estate and special needs planning, cash flow management, risk management, tax planning, goals planning and investments.

COLE’S COMMITMENT EXTENDS TO BOTH HIS PROFESSION AND HIS FAITH. He’s past president and chairman of the Financial Planning Association of Houston and is a former director of the FPA Foundation of Houston. He’s also served on mission trips to Haiti, Honduras, Mexico, Canada, and Belize. Locally, Cole continues to serve as an elder at Fairfield Baptist Church and is involved with Greater Grace—a ministry dedicated to helping adoptive and foster families flourish in God’s love.

FAMILY IS AT THE HEART OF EVERYTHING COLE DOES. He lives in Cypress, Texas with his wife Ronda. Their oldest son Colton is an aeronautical engineer living in Flagstaff, Arizona with his wife Madi and their son, Lem. Their younger son, Cal, lives nearby in Cypress with his wife Hannah. The family enjoys spending time at the lake, the deer lease, hiking, playing games, and anything involving sports.