Cole Heimerdinger, Financial Advisor

FINANCIAL ADVISOR
Cole Heimerdinger

CFP®, AAMS™
1401 Camino Del Mar Suite 102, Del Mar, CA 92014opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • College Savings
  • Intergenerational Planning
  • Insurance & Annuities

About Cole

I believe it's important to invest my time in understanding what's important to you before you invest your money.

I've established a thriving practice based in Del Mar, California, focused on serving software, aerospace and life science professionals and their families. I like working with smart, ambitious people and having fun.

I grew up out in Fresno, CA, and swam competitively most of my life. I still love to play sports, especially now that I live in this beautiful place. I love exploring the city and living near the beach in La Jolla, and I want to be a better surfer....

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Reading
  • Baking
  • Swimming
  • Trivia
  • Pickleball

Team Members

  • Racquel Manalo
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Additional Hours

  • Evenings
  • Web Conferencing

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