Cole Frischman, CFP^®

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Cole Frischman serves as an Associate Wealth Advisor at Strategic Wealth Partners, where he supports both existing and prospective clients through financial analysis, comprehensive planning, and business development initiatives. He works closely with the advisory team to develop personalized financial strategies that help clients work toward their long-term financial goals.

Before joining Strategic Wealth Partners, Cole served as an Associate Relationship Manager at CAPTRUST, where he developed financial plans using eMoney and supported advisors with ongoing client service and post-meeting implementation. He also completed investment internships with Waldron Private Wealth, gaining valuable experience working with ultra-high-net-worth clients while developing technical expertise in investment management and financial planning. Cole is a CFP^® professional, demonstrating his commitment to providing knowledgeable, comprehensive financial advice.

Cole is passionate about helping clients build confidence in their financial future through thoughtful planning, with a particular interest in advanced tax strategies and investment planning. Known for his attention to detail and collaborative approach, he enjoys working alongside his colleagues to deliver personalized solutions and an exceptional client experience.

Cole was drawn to Strategic Wealth Partners because of its collaborative culture and shared commitment to continuous growth and excellence. He values being part of a team that is dedicated to supporting one another while always putting clients first.

Outside of the office, Cole enjoys spending time on the golf course and minored in Spanish during college, an experience that broadened his appreciation for language and culture.