Our Qualifications

Chuck Cole has been in the Financial Services Business for over 25 years.  He is a published author, having written a book about Insurance, Investing, Banking and Retirement Planning.

Mr. Cole is a graduate of St. Xavier High School, and The College of Mt. St. Joseph.  He has a Bachelors degree in Business Administration with an emphasis in Economics.

Chuck Cole currently holds insurance licenses in; Life, Health, Variable Products, Property and Casualty Insurance.

He holds the following securities licenses;  Series 6, 7, 24, 63, 66

As well as all of these great qualifications, Chuck was also named a Five Star Money Manager by Cincinnati Magazine.