Portrait of Cole Clifford

Cole Clifford

Wealth Advisor Associate

Based in San Diego, Cole supports advisory teams by analyzing client information, preparing financial plans, and assisting with reporting and implementation.

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings
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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.

—Cole Clifford, Wealth Advisor Associate

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 working toward his CERTIFIED FINANCIAL PLANNER® 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.

Connect with us

Here’s how the first steps work:

  1. 1 Request an introductory conversation
  2. 2 We learn about your goals and priorities
  3. 3 We determine if Mission Wealth is the right fit to help you move forward
Request an Introduction

Our team.
Meet the experts in your corner.

Meet the full team

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

Request an introduction.

Request an introduction.

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Request an Introduction
to Cole Clifford

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 and Mission Wealth may be the right fit to support your life and financial goals.