Cole J. Stoneman started his career in financial planning as an advisor with AXA Advisors and BCJ Capital Management. While there, he learned the comprehensive nature of investment, insurance, financial, and estate planning. Cole feels that coordination with a client's CPA and estate attorney are critical in providing the optimal financial outcome for the client and their family. He has built a practice throughout the Western United States, with a unique focus in working with medical professionals, executives, business owners, and retirees. Cole earned a bachelor’s degree in business management and is currently pursuing his CERTIFIED FINANCIAL PLANNER™ certification with Boston University.
Outside of work, Cole loves to spend time with his wife Remi, and their two boys, Smith and Captain, and their goldendoodle Greta. He also enjoys the beach, mountains, and sports and is an active member in his church, volunteering in many capacities.