Kole Cook
916-297-6394
kole.cook@bridgeport.financial
Client Services Consultant
As a Client Services Consultant, Kole is dedicated to supporting financial advisors and helping ensure clients’ needs are met with care and precision. Leveraging his experience as a Client Relationship Manager at PearTree Advisory Group, he combines industry knowledge with a client-focused approach to provide exceptional service and build lasting relationships.
Kole brings knowledge in financial planning, retirement planning, and employer-sponsored retirement plans. He works alongside financial advisors to develop tailored financial strategies that meet clients’ unique needs. In addition, he provides support to plan participants, offering support to help them achieve their financial goals.
Beyond his professional role, Kole has a passion for the outdoors and values quality time with his family. He embraces an active lifestyle and treasures creating lasting memories with loved ones.
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