Comprehensive plan that has been yielding steady results. Good two way communication. Appreciate the tax planning advice and the long-term view on managing assets and my financial needs.
Cole Haddock CFP®, AWMA™, AAMS™, CRPC™
Based in Houston, Cole helps oil and gas professionals and retirees navigate retirement income, lifetime tax planning, Roth conversions, and private investments
Ways to Connect
Who Cole Typically Helps
Oil and gas professionals, pre-retirees and retirees, individuals seeking tax-aware retirement planning, clients interested in private investments, households with complex investment and planning needs.
Serving Clients in
Houston • the Energy Corridor • River Oaks • The Woodlands • Memorial • West University Place • Communities throughout Greater Houston
Available nationwide through virtual meetings
Questions Cole Helps Answer
- How can I create sustainable retirement income?
- Could Roth conversions improve my long-term tax strategy?
- How can I coordinate tax-aware withdrawals in retirement?
- How should private investments fit within my broader portfolio?
- How can financial modeling help me evaluate complex decisions?
The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.
As a Senior Wealth Advisor at Mission Wealth, Cole Haddock works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Cole delivers personalized solutions that include financial planning, estate planning, asset protection, wealth management reviews, and tax planning to help clients achieve their goals. With a focus on building long-term relationships, Cole leverages his expertise to provide clients with tailored advice and guidance.
In 2026, Cole joined the Mission Wealth Partner group.
It's incredibly rewarding to help my clients achieve their dreams and financial goals. It brings me great satisfaction to utilize my expertise and knowledge to deliver personalized financial solutions that can make a positive impact on their lives.
Cole’s Frequently Asked Questions
Clients can expect Cole to listen carefully so he understands their concerns, priorities, and financial situation. He explains complex topics in clear, understandable language and supports his recommendations with financial models and data so clients understand both the guidance and the reasoning behind it.
Professional Background
Cole Haddock began his career as an Advisor at Halbert Wealth Management, where he specialized in alternative investments. Prior to his work in wealth management, he spent several years in the oil and gas industry, managing high-risk operations for Chevron both on land and offshore. With this experience under his belt, Cole joined Mission Wealth, where he brings his diverse skillset and expertise to help clients achieve their financial goals.
Cole holds a Bachelor of Science in Finance from the Southeastern Louisiana University and is a CERTIFIED FINANCIAL PLANNER™ professional. Cole also holds the Accredited Wealth Management Advisor™ , Accredited Asset Management Specialist™, and Chartered Retirement Planning Counselor™ designations.
Personal Pursuits
Cole enjoys a variety of hobbies and interests, including spending time in or around the beautiful lakes in Austin, playing a round of golf, going for a hike or bike ride, and checking out the newest food trucks in town. When he’s not exploring his local community, Cole loves to travel and experience new cultures. One of his favorite destinations is Colorado, where he enjoys visiting his niece and taking advantage of the state’s amazing slopes for snowboarding.
Community Impact
In addition to his love for outdoor activities, Cole is also passionate about helping others. He finds great fulfillment in using his abilities to assist people in realizing and achieving their dreams and goals in life. Cole has volunteered with a variety of organizations, including Community First! Village, and is always seeking new ways to support his community in Austin.
Request an introduction to Cole Haddock.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Cole Haddock and Mission Wealth may be the right fit to support your life and financial goals.
Request an introduction
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor