(503) 841-5840 [email protected]

Cole Kimball, CFA®, AIF®

Chief Investment Officer / Financial Advisor

P: 503-841-5992      |      F: 503-477-6174

cole.kimball@thefinitygroup.com

Cole has a dual role at Finity Group, serving both as the Chief Investment Officer at Finity Group and as a Financial Advisor to his clients. After graduating from the University of Colorado Boulder, he started his career on the institutional side of finance working at different boutique broker dealers in Denver, Colorado. While rewarding, Cole felt his time could be better spent, and he could have a larger impact, working directly with individuals and businesses to help them navigate the complexities of the financial landscape. Cole lends his working knowledge of the equity capital markets to his clients and our advisory team as he leverages his institutional experience and knowledge to provide his clients and fellow advisors with insights into the dynamics of investing.

Cole Kimball earned the Accredited Investment Fiduciary Designation from the Center for Fiduciary Studies in 2012. The AIF Designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process. He has also been recognized by Medical Economics Magazine as one of the top financial advisors in the country for physicians.

In his free time Cole enjoys being active and taking advantage of all the outdoor opportunities the Pacific Northwest has to offer. In the winter there is a good chance you will bump into him on the mountains snowboarding and in the summer, biking around town as he trains for the next triathlon.

*Recipients of The Best Financial Advisors for Doctors were chosen based on their knowledge and experience, items taken into consideration were their certifications, specializing in the physician or medical field and a minimum of 10 years experience.  The advisor must represent a broad geographical range for their services, charge either a fee or commission for their services, require a portfolio to have $1 million or less as a minimum and be in good standing, not found guilty of any wrongdoing on a national level, with the Securities and Exchange Commission and Financial Industry Regulatory Authority.  This recognition is not representative of investment performance or returns.

Check the background of investment professionals on FINRA’s BrokerCheck.

Copyright © 2022
The Finity Group