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Richard Cole*
Associate Fincial Advisor
Contact Us
(412) 539-0201
11 Parkway Center, Suite 125
Pittsburgh, PA 15220
With more than 20 years of experience in financial services, I have had the opportunity to work at firms including PNC Investments, LPL Financial, and Charles Schwab. These experiences have shaped my approach to helping individuals and families navigate their financial lives with clarity, structure, and confidence.
I am FINRA-registered, holding Series 7, Series 6, Series 63, and Series 66 licenses, along with the SIE. I also maintain my Pennsylvania Life, Accident, and Health license.
Before fully committing to financial services, I pursued a lifelong passion for golf and became a professional. For almost a decade, I played in tournaments and worked in the industry. I remain an avid golfer and believe the same focus required to improve on the course applies to building and maintaining strong client relationships.
I live in McCandless Township with my wife, our two sons, and our three rescued cats.

