Richard Cole

Wealth Advisor
richard cole

Richard Cole

Wealth Advisor

Clearview Wealth Management Group®
Center Township, PA
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I work with individuals and families at Clearview Wealth Management Group®, which is located at Clearview Federal Credit Union, to define and pursue their financial goals. I have over 20 years of experience in the financial services industry working with all types of clients. My focus is on financial planning which has allowed me to long-term relationships.

Your financial plan has two parts: your goals and a plan to meet them. The plan gives your strategies structure and helps identify associated risks. With a structured plan, you can help prepare for market fluctuations.

Prior to working in financial services, I played professional golf for 7 years. In my free time, I still enjoy playing golf, in addition to spending time with my wife of over 25 years and our two sons.

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