Cole DeLucas is passionate about helping clients realize their financial goals by providing clarity on the specific action steps required to achieve them. As part of a wealth management team, he provides advice on portfolio management, retirement and higher education funding, tax and estate planning, and wealth protection (insurance) that change the outcome of his clients’ lives.
Cole earned a Finance degree from Virginia Tech and is a CERTIFIED FINANCIAL PLANNER™. He is a member of the Northern Virginia Financial Planning Association Chapter, which provides an invaluable platform to get involved with other planners and allied professionals in the Washington, D.C. area.
Cole currently lives in Reston, VA with his wife, Emily, and their wonderful dog. Cole and Emily love adventure, so on any given weekend you can find them hiking, enjoying new restaurants, or traveling. Cole is also an avid golfer and enjoys playing competitively in Virginia and Maryland during the summer season.
