Cole B. Condon achieved a bachelor's degree in Finance from Miami University in 2001, and has since carved out a successful career helping individuals, families, and businesses with their comprehensive financial planning needs. He started building his financial planning practice in 2001 at Skylight Financial Group where he stayed until joining River Financial Group in 2012.
Cole has demonstrated tremendous passion for helping those who are seeking financial guidance. His specialty is engaging in comprehensive financial planning " a structured method of planning that involves a simultaneous review of all aspects of his clients' financial lives. His career-long expertise of utilizing these techniques gives him a tremendous advantage when solving problems for his clients.
Cole takes his clients' financial goals and concerns seriously, as well as increasing his knowledge in the industry. He has earned the Chartered Financial Consultant® (ChFC®) designation from the American College. This achievement is based on demonstrating a broad knowledge base in the following areas of financial planning: tax, investment, retirement, estate, and insurance (amongst others).
Cole is a registered representative of ValMark Securities and ValMark Advisers and holds FINRA Series 7, 6, and 63 licenses along with his licenses for life and health insurance. He is excited to be part of RFG and ValMark, as he knows that partnering with an independent broker/dealer allows him much more access to solutions that help his clients.
In his free time, Cole enjoys spending time with family and friends, traveling, and golfing. He resides in Westlake, where he has lived for over 10 years.