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 long-term commitments as Chairman and Director at several non-profit organizations including Goodwill Industries. Dave resides in Fairfield, CT and Jupiter, FL with his wife Amy, enjoying golf, cycling, and travel.