Coleman Benson, CFP®
Financial Planner
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As a Financial Planner with Ridgegate™ Financial, Cole helps individuals and families work toward living their dreams by working with them to implement financial strategies custom tailored to their needs. He seeks to ensure their portfolio works for them, taking on the responsibility so they can pursue peace of mind.
In his seven years in the industry, Cole has honed his expertise by developing a comprehensive financial planning process that adeptly accounts for the unique variables in each individual's situation. His experience is especially noteworthy in devising innovative solutions for high net worth real estate investors, ensuring that their investments are aligned with their long-term goals.
Cole's highest vocation is being a devoted husband to his wife Michaela and a dedicated father. Outside of the office, he is passionate about helping veterans and serves on the board of the Veterans Whiskey Society, a 501(c)(3) nonprofit. In his leisure time, Cole enjoys studying theology, backcountry snowboarding, golfing, and brewing beer.
Education
B.A. Business & Finance -
Colorado State University
Licenses & Designations
- Life & Health Insurance
- Series 63
- Series 65
- Series 7
- CFP®
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.