Cole Shwayder | GoldBook Financial

Cole is a Financial Advisor and joined GoldBook in January 2024.

As a financial advisor, Cole is dedicated to helping his clients achieve their financial goals and dreams. He provides his clients with a thorough analysis of their current financial situation to identify their goals, concerns and/or gaps. Along with a team of professionals, Cole has the resources to recommend products and solutions designed to meet his client’s financial goals.

Cole graduated from the University of San Diego with a degree in finance.

Outside of the office, Cole operates a commercial fishing boat, primarily targeting bluefin tuna.

Cole holds FINRA Series 6, 7, 63, and 66 and is Life, Accident and Health licensed.

CA Insurance License #4261794, domiciled in CA.

CRN202708-7085085

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