Kay Dee Cole (CFP®)

Kay Dee Cole focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Divorce Planning
  • Estate & Generational Planning Issues
  • Federal Employees
  • Investment Advice with Ongoing Management

Planning Specialties

Money can be emotional and our specialty is helping people navigate through those life changing moments.  We help people transition from working to retirement, a life altering event such as divorce, inheritance, and losing a loved one.  

Additional Information

I am more determined than ever to provide the best service to my clients. I find joy in my family and especially my husband of 29 years. We also have two wonderful dogs, Baily a yellow Labrador and Bella a Great Pyrenees mix. We enjoy traveling together and being active in our local community.

NAPFA Start Date

May 10, 2016


This Office

262 NW Polk Ave Corvallis, OR 97330-6429 Phone: (541) 753-1898