Joyce Cole
Certified financial Planner, member of National Assn or Personal Financial Advisers NAPFA(fee-only)- no commission sales.
Active in shareholder awareness and corporate proxy action.
Adviser to high level industry executives and professors.
Specializing in coordinating employer retirement and incentive plans with personal assets.
Specialties: Coaching- professional and lifestyle vis a vis financials.
Financial planning- tax -plan, estate coordination, cash flow analysis.
Socially responsibile sustainable portfolio management available.
Securities offered through Charles Schwab and Co., Inc. Institutional.