David Cole, CPA, CExPTM
Investment Advisor Representative
Dave focuses on financial planning at Capital Advisors. Dave’s career in financial services spans four decades. He practiced public accounting as a partner with KPMG Peat Marwick before founding an independent financial consulting firm and a fee-only registered investment advisor in subsequent years. Dave joined Capital Advisors in 2012 and is a Certified Public Accountant (CPA) and a Certified Exit Planner (CExPTM).