Kay Dee Cole (CeFT®, CFP®, RLP)

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

  • AUM
  • Estate & Generational Planning Issues
  • ExPat and Cross Border Issues
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Money can be emotional, and our specialty is helping people navigate 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

My passion is working with people who have lost their financial partner or are dealing with a situation that requires many moving parts. Transitions are hard. Watching my Mom navigate Alzheimer's and then transition to being single made me want to protect her. I wanted to make sure others understood why it's essential to have someone outside your family to help..

NAPFA Start Date

May 10, 2016


This Office

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