Philip Cole, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹
• Member of the Financial Planning Association

Work Experience

• Joined MAI in 2021 following the acquisition of Hochman Cole Investment Advisors
• Has over 20 years of experience in financial planning, investment management, charitable strategies, stock options planning, estate planning analysis, income tax analysis, retirement planning, and education planning
• Began his career as a Floor Trader at the Chicago Board of Trade in 1998
• Joined The Barclay Group, Inc. in 2001, an SEC Registered Investment Adviser in Chicago, where he served as Vice President and Chief Investment Strategist
• Joined Hochman & Baker Investment Advisors, Inc. (Hochman Cole Investment Advisors, Inc.) in 2009

Life Outside of MAI 

• Lives in Lake Forest with his wife and three boys
• He enjoys playing basketball, running, and coaching

Education

• University of Illinois at Chicago

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.