Barbara L. Cole,  CFP<sup>&reg;</sup> - Financial Advisor

Barbara L. Cole, CFP®

Financial Adviser

Cole Insurance & Fin. Services

675 Placentia Ave, Suite 250
Brea, CA 92821
(714) 255-5160


Barbara Cole is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cole Insurance & Fin. Services in Brea, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • Other - CLU

Insurance Licenses

  • Life insurance: OR
  • Health/disability insurance: same
  • Fixed annuities
  • Variable annuities: same

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care


Helpful Financial Planning Resources