Cole Clifford Portfolio Administrator Mission Wealth

Cole Clifford

In by Mission Wealth

Cole Clifford Investment Associate

Cole Clifford

Wealth Advisor Associate

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

As a Wealth Advisor Associate at Mission Wealth, Cole Clifford supports his team in delivering comprehensive financial planning services to clients. He is responsible for analyzing client data, preparing personalized financial plans, and assisting with ongoing wealth management reviews and year-end reporting. Through his attention to detail and strong analytical skills, Cole helps ensure that each client’s financial strategy is thoughtfully prepared and aligned with their long-term goals.

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

As a Wealth Advisor Associate at Mission Wealth, Cole Clifford supports his team in delivering comprehensive financial planning services to clients. He is responsible for analyzing client data, preparing personalized financial plans, and assisting with ongoing wealth management reviews and year-end reporting. Through his attention to detail and strong analytical skills, Cole helps ensure that each client’s financial strategy is thoughtfully prepared and aligned with their long-term goals.

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

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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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