Profile

Cole McClarren, CFP®, EA

Cambridge Financial Group

Contact Details

Cambridge Financial Group
12 W Sahuaro Vista
Tucson, AZ 85704
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Primary: 8145742883

Bio

Cole is a Certified Financial Planner™, Investment Advisor Representative, and is enrolled to practice before the IRS. Cole is a graduate of Susquehanna University, where he earned degrees in Business Administration, with an emphasis in Finance, as well as Economics. Cole is also an active member of Mensa.

Cole joined Cambridge Financial Group in 2013. He specializes in Stock Option planning, investments, goal setting, and cash flow management.

Outside of work, Cole enjoys spending time with friends, cooking, watching television, and figuring out ways to optimize his life, and performance. He is currently learning how to code Java, and attempting to be handy around the house.

Professional Credentials/Designations

  • CFP®
  • EA

Serving Clients Living In

  • AZ
  • CA
  • NC
  • PA
  • TX
  • WA

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes