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Why I Became A Financial Planner

Why I Became A Financial Planner

July 21, 2020

When it came time for me to choose a career path, I knew that whatever job I pursued needed to be in line with my values. Most importantly, I wanted to serve others; to help people in a tangible way and add value to their lives. Other things on my list were working for a smaller organization that had a personal touch, maintaining work-life balance, a stable career with a future, and flexibility. Since I had always been interested in the financial world, the role of independent financial planner ticked all the boxes and more. That’s how I found my way into what has turned out to be an incredibly fulfilling career.

Building A Future

With a clear vision of what I wanted to do, I started taking the necessary steps to get there, starting by earning a degree in finance from California State University, Northridge. While going to school full-time, I also worked full-time. I worked in the insurance industry for a handful of years, at both State Farm and The Prudential. In July 1996, I started as the database manager for Cameron Thornton Associates (now CTA Wealth Advisors, Inc.). What I didn’t know at the time was that this is where I would find my home and that decades later, I’d still be happily serving CTA Wealth Advisors’ clients and furthering the firm’s mission of helping people achieve what matters most in their lives. 

Through the years, I have added to my experience and education, obtaining my Series 7, Series 66, Series 24 and Series 53 securities registrations as well as the Certified Financial Planner™ (CFP®) designation. 

A Life Of Service

Today, I am a Certified Financial Planner™ professional. I spend my days serving our clients, who are like family. I strive to take the burden of financial management off their plate, but I also help them design a personalized plan that gets them closer to their ideal future. Our financial services and our proprietary advisory program, The Wealth Development System, gives them the confidence to dream bigger and focus on what’s most important to them.

I come to work every day motivated to give my best to our clients because it’s incredibly fulfilling to see people celebrate milestones reached and goals achieved. I’m just as passionate about helping others succeed as I was 24 years ago when I started working for CTA Wealth Advisors, Inc. Dedicating my life to this business and my clients is all I know, and I wouldn’t have it any other way. 

How Can I Help You?

CTA Wealth Advisors exists for you. Your success is our success, and we would love to help you discover your goals and create solutions for your financial needs. Call us at 818-841-1746 or email to schedule a complimentary consultation, and be sure to introduce your friends and family to us as well so they can experience the difference a customized financial plan can make!

About Trevor

Trevor Cole is a Certified Financial Planner™ (CFP®) professional, licensed life and disability insurance agent, and the Director of Compliance at CTA Wealth Advisors, Inc. a fee-only Registered Investment Advisory firm in Burbank, California. Trevor has 24 years of experience in the financial services industry and is an integral part of the CTA Wealth Advisors, Inc. team. He is passionate about helping clients create a secure plan for their future and helping them find the freedom to spend their time on what’s most important to them. Trevor has a degree in finance from California State University, Northridge, and worked in the insurance industry at both State Farm and The Prudential before joining the CTA Wealth Advisors, Inc. team. Learn more about Trevor by connecting with him on LinkedIn.