Cole Shwayder
Financial Advisor
Goldbook Financial in Denver, CO
I'm a financial advisor at Goldbook Financial, where I collaborate with a skilled team to assist families and business owners in building secure financial futures.
My dedication is rooted in personal experiences of loss, which underscore the importance of proactive financial planning. I am committed to offering our clients peace of mind, ensuring they are well-equipped for future challenges and opportunities.
Experience
2 years
Specialties
Insurance
Investments
Estate Planning
Tax Planning
Licenses / Certifications
Life, Health & Disability
Series 6
Series 66
Series 7
Education
University of San Diego (Finance)
What inspired you to get into this line of work?
My father passed away when I was 21. His careful planning left a legacy of care and diligence, profoundly supporting my family's future. Inspired by his foresight, I'm dedicated to helping others secure a similar peace of mind, ensuring their loved ones are just as well cared for.
What's one piece of insight you wish all families knew?
One key insight I'd emphasize, aligning with Addio's mission, is the significance of proactive planning for life's inevitable farewells. Having a clear, well-thought-out plan in place can immensely relieve the stress and uncertainty families face during their toughest times. This allows them to focus on healing and honoring their loved ones, free from the burden of sudden financial or logistical decisions.
What excites you most about working with Addio families?
I am excited to work with families to get this important work done in an approachable way.
Schedule a free consultation
Connect with Cole Shwayder and get answers to all your planning questions.