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Robert J. Cole, Jr., CFP (R), CLU, ChFC, CASL Robert Cole has been in the financial services industry since 1972. He has appeared on both radio and television as a recognized leader in the financial planning field. He has taught courses in financial planning, taxation, and economics. He has been recognized by Money magazine as one of the top 200 financial planners in the United States.
Awarded the Chartered Life Underwriter (CLU) designation from The American College, Mr. Cole also holds the Chartered Financial Consultant (ChFC) designation as well as the Chartered Advisor for Senior Living (CASL) designation. In addition, he was granted the CERTIFIED FINANCIAL PLANNERTM certification by the International Board of Standards & Practices for Certified Financial Planners, Inc. (IBCFP), and holds a Life and Health Consultant’s license for the Commonwealth of Kentucky.
He has served on the boards of several professional organizations as both a member and as an officer. These organizations include the Kentucky Association of Insurance and Financial Advisors, the American Society of Financial Service Professionals (Lexington and Louisville Chapters), the International Association for Financial Planning (Kentuckiana Chapter) and the Financial Planning Association (FPA).
Certified Financial Planner Board of Standards, Inc., owns the certification marks CFP (R), CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.
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