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Cole N

Series 63, Series 66

Playa Vista, CA

Fidelity

Cole Northrop is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he collaborates with families to enhance their financial confidence and control, focusing on retirement planning, smarter investing, and providing clarity on their financial situations. Cole emphasizes tailoring financial tools to meet each client's unique goals and building trusting, long-term relationships. Prior to his current position, Cole served as an Investment Consultant at Fidelity Investments from 2024 to 2025. His earlier experience includes roles in client relationship service and client service specialist positions at Charles Schwab and TD Ameritrade between 2021 and 2024. Cole holds a California Insurance License. Outside of his professional work, Cole engages in activities such as family activities, fitness, social events with friends, snowboarding, and traveling.

General retirement planning Income planning Wealth management Cash flow / budgeting Parents Young Families
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