Cole B. Condon, ChFC is a 20+ year industry veteran with a unique combination of youth and experience. He arrived in Cleveland in the summer of 2001 after achieving his bachelor’s degree in Finance from Miami University and has spent the entirety of his career helping individuals, families, and businesses with their comprehensive financial planning needs.
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 “goals based” 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 creating and managing strategic and tactical gameplans 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 management, investments, retirement planning, estate planning, and insurance (amongst others).
Cole is a registered representative of Valmark Securities, Inc. and an investment adviser representative of Valmark Advisers, Inc. He holds FINRA Series 7, 6, and 63 registrations 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 greater access to solutions that help his clients. In his free time, Cole enjoys spending time with his wife and pets, traveling, and golfing. He resides in Westlake, where he has lived for over 20 years.