Cole Clifford

Senior Investment Associate

(737) 900-5571

"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

Market Perspectives Q2 2025

Discover market insights from Q2 of 2025, including the impact of trade developments and inflation trends, and why a diversified, long-term strategy is essential amid trade and inflation uncertainty.

Why Private Equity and Private Credit Are Gaining Attention in Today’s Market Environment

In this investment webinar with Cliffwater, Philip Hasbrouck and Kieran Osborne discuss using private equity and credit to navigate market volatility.

Mission Wealth Ranks #29 on RIA Channel’s 2025 Top 50 ETF Power Users List

Mission Wealth is proud to be ranked on the 2025 RIA Channel® Top 50 ETF Power Users list, recognizing our strategic use of ETFs to deliver efficient investment solutions to clients nationwide.

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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