CONNECT

Address:

CONNECTICUT OFFICE:

1275 Post Rd., Suite A-17
Fairfield, CT 06824

Office phone: 877-250-9957

David B. Cole, President, Managing Partner -  cell: 203-814-9997

Brian K. Potok, CFA, Managing Partner -  cell: 203-448-9398

Office FAX: 877-250-2293


Dave@RetirementIncomeResources.com

Brian@RetirementIncomeResources.com

Phone:

 

DAVID B. COLE, President, Managing Partner

David Cole has worked in the employee benefits, wealth management and qualified plan consultation business his entire career of more than 35 years. He founded Retirement Income Resources, LLC to address what he believed was a shortfall in appropriate and effective guidance for the corporate 401(k) plan sponsor, their executives and their employees all planning for a successful retirement. 

A strong commitment to ongoing professional education enables Dave to advise his clients in an ever-changing economic and legislative landscape. He holds several advanced industry designations including Chartered Life Underwriter, Chartered Financial Consultant, and Chartered Retirement Planning Counselor. He also has served his community for decades through commitments as Chairman and Director at several non-profit organizations such as Goodwill Industries, CancerCare and The United Way. He resides in Fairfield, CT and Jupiter, FL with his wife Amy, enjoying golf, cycling, and travel.

 

 

 

BRIAN K. POTOK, CFA, Managing Partner

Brian Potok has spent his 20-year career in the financial services industry supporting and advising corporations, businesses, and their employees with investment management solutions. He is a holder of the right to use the Chartered Financial Analyst designation.  As a financial adviser, he delivers an institutional experience and process to the individuals, families, and small businesses which he serves. This is accomplished through a collaborative financial planning process coupled with the execution of financial solutions to meet life goals. His mission is to make a difference in the lives of his clients by bringing organization, clarity, and purpose to their financial picture. 

Brian lives in Trumbull, CT with his wife Michelle and 2 children. He is active in the community as a volunteer coach in youth recreation and travel sports and is a regular volunteer for the Junior Achievement of Fairfield County program. Brian enjoys playing tennis, basketball, and running in community road races with his family.