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Cole S
Series 66
San Luis Obispo, CA
Burkart & Stevens Wealth Management
Cole Stevens is a financial advisor at Burkart & Stevens Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has worked at Burkart & Stevens Wealth Management since 2016, with prior experience at H.D. Vest Advisory Services and Burkart & Associate. In addition to his advisory role, Stevens serves as president of an affiliated accountancy corporation that provides accounting, tax preparation, and payroll services. Burkart & Stevens Wealth Management offers financial planning and portfolio management primarily on a non-discretionary basis to individual clients, including high-net-worth households. The firm integrates comprehensive financial planning with accounting and tax services through its affiliated accountancy corporation, and it collaborates with third-party managers to provide tailored investment solutions.
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