Stephen Cole, CFP®
Director - Estate & Financial Planning
Stephen completed a BCom degree at Rhodes University majoring in Business Administration & Business Information Systems. He is qualified as a Certified Financial Planner® (CFP®) and also holds an Advanced Post Graduate Diploma in Financial Planning (University of the Free State).
Stephen began his career as a financial advisor with Liberty in 1995 during which time he acted as an Agent, Branch Manager and Franchise Principal. He left Liberty in 2009 and co-founded Core Wealth, seeing it as an opportunity to offer his clients a more comprehensive independent service.