Cole Campbell, cfp ®

Cole Campbell, cfp ®

Cole Campbell, cfp® Next >


Cole, the son of a minister, is a native Texan who’s lived all over the state, from Houston to Midland, Pampa to Waco. He went to Sam Houston in Huntsville and got his first taste of wealth management at Met Life. Cole defines his success by the number of families he helps, not the number of dollars he earns or manages. In 2012, Cole combined his own thriving wealth management practice with that of Paul Palmer and Kurt Box to form The Advocates.

Cole spends most of his time using his skills to help families achieve their life’s mission. To feel his caring and competence, you have to work with him. Short of that, his credentials tell you about the depth of his skills and ethics: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU). He’s ready to help with estate and special needs planning, cash flow management, risk management, tax planning, goals planning and investments.

Cole’s commitment extends to his profession and his faith. He’s past president and chairman of the Financial Planning Association Houston Chapter and is the past director of the Financial Planning Association Foundation of Houston. He enjoys using his gifts on mission trips to Haiti, Honduras, Mexico, Canada, and Belize. Cole continues to give his time and service on the church council for Fairfield Baptist Church and Greater Grace Ministries.

Family’s at the center of it all for Cole. He lives in Cypress, Texas with his wife Ronda.  His younger son Cal studies and plays baseball at Stephen F. Austin University. His oldest son Colt is an aeronautical engineer and lives in Prescott, AZ with his wife Madi. As a family, they enjoy time at the lake, the deer lease, hiking, building stuff, and just about anything involving sports.