Alexis I. Cole, CFP®
My role is to take the lead creating and maintaining relationships with prospective clients and local financial professionals.
If you are a prospective client, I will walk you through who we are, how we work with our clients and how we act on your behalf as financial advisors. When you decide to become a client, I will coordinate that transition. We will review your current financial accounts and create a plan of action to effectively transfer them to our firm’s management. Once you are settled in as a client, our Advisor Team and Client Service Team will be your primary contacts.
I joined California Capital Management in 2002 and earned my CERTIFIED FINANCIAL PLANNER® designation in 2015. I have worked in the financial advisor industry since college, over the years progressing from being an assistant to a full-fledged financial advisor.
I graduated from Loyola Marymount University in 2000 with a Bachelor of Arts in Business Administration and a minor in History. In my free time, I like to spend as much time outdoors as possible – riding my horse, hiking or skiing. I am also an animal advocate and occasional kitten foster parent for my local animal shelter.