Cole Haddock Client Advisor Associate Mission Wealth

Cole Haddock

In by Mission Wealth

Cole Haddock Wealth Advisor Associate

Cole Haddock

CFP®, AWMA™, AAMS™, CRPC™

Senior Wealth Advisor

Houston

(512) 527-0084

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"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."

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.

"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."

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.

Learn About Cole Haddock

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.

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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