Cole Allshouse

Wealth Advisor

Central Coast, California

Contact Cole

Cole helps clients build confidence in their financial future through personalized planning. She supports individuals and families with strategies that align financial decisions with long-term goals, bringing a thoughtful and detail-oriented approach to every relationship.
She brings more than 25 years of experience in accounting and payroll, where she developed a strong foundation in financial operations and precision. She later transitioned into financial planning, serving as a Financial Planning Associate and supporting advisors in delivering comprehensive strategies and client service. She earned her degree from California Polytechnic State University, San Luis Obispo.
Her approach is practical and client-focused. She simplifies complex decisions and helps clients follow clear, actionable steps. She believes confidence comes from understanding the plan and staying consistent over time.
She enjoys spending time with her husband and two teenage children. She values being active in her community and prioritizes time with family and friends.