Cole Clifford Portfolio Administrator Mission Wealth

Cole Clifford

In by Mission Wealth

Cole Clifford Investment Associate

Cole Clifford

Senior Investment Associate

(737) 900-5571

CONTACT COLE

"If you don't love the process than you already lost."

As a Senior Investment Associate at Mission Wealth, Cole Clifford plays a vital role in managing investments for clients. With a focus on trading, investment research, and portfolio performance analysis, Cole ensures that clients receive expert guidance and customized solutions that align with their financial goals. With his extensive knowledge of the financial markets and investment strategies, Cole brings a wealth of expertise to the Mission Wealth team.

"If you don't love the process than you already lost."

As a Senior Investment Associate at Mission Wealth, Cole Clifford plays a vital role in managing investments for clients. With a focus on trading, investment research, and portfolio performance analysis, Cole ensures that clients receive expert guidance and customized solutions that align with their financial goals. With his extensive knowledge of the financial markets and investment strategies, Cole brings a wealth of expertise to the Mission Wealth team.

Learn About Cole Clifford

Professional Background

With over six years of experience in the United States Army Reserve and prior work as an account executive at Indeed.com, Cole brings a unique perspective to his role.

Cole earned a Bachelor's degree in Business Marketing from Appalachian State University. He is also a Level 2 Chartered Financial Analyst candidate and currently is working towards earning his Chartered Financial Analyst (CFA) designation.

Personal Pursuits

Recently, Cole embraced a new chapter in his life, trading the lively Austin, Texas atmosphere for the coastal charm of California. This move mirrors his love for adventure, experiencing new cultures and traveling to new cities. In addition to his love for travel, Cole has been a dedicated skateboarder for more than 17 years!

Community Impact

During his six years in the United States Army Reserve, Cole assisted in rebuilding a pavilion for the Boy Scouts of America in northeastern Pennsylvania. While in Austin, Cole also volunteered with Community First! Village and is eager to find additional ways to give back to his community in Carlsbad.

Ryan Niedbalski Volunteer at Community First! Village

In the News

The Quarterly Brief Newsletter and Market Perspectives for Q4 2024

Market Perspectives Q4 2024

As we close out 2024, our Chief Investment Officer, Kieran Osborne, offers key insights into the financial markets and economy.
Mission Wealth Market Update 11/7/24

Mission Wealth Market Update 11/7/24

All eyes were on Washington this week with the U.S. election and the Fed announcing its interest rate policy. Please see our thoughts below.
2024 Q3 Investor Psychology Commentary – Dealing with Market Volatility

2024 Q3 Investor Psychology Commentary – Dealing with Market Volatility

Last quarter, we distilled everything you need to know about markets during presidential elections; this quarter’s theme is dealing with market volatility.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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