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Welcome to Insight Financial Group

Peter H. Cole, ChFC, Licensed Clinical Social Worker

Peter Cole is the founder and director of Insight Financial Group. With extensive experience in both the financial planning field and the field of psychotherapy, Peter is able to offer a combination of skills to people who are interested in building and managing their wealth wisely.

Credentials

Peter is a General Securities Representative with Securities America, Inc., as well as an Investment Advisor Representative with Securities America Advisors Inc., and is licensed as a Life and Variable Products agent with the State of California. Peter holds the prestigious Chartered Financial Consultant designation through The American College in Bryn Mawr PA. He has a Masters Degree in Social Work and Social Research from Bryn Mawr College and a B.A. (honors) in psychology from UC Santa Cruz. Peter is also a licensed psychotherapist and Associate Clinical Professor of Psychiatry with the University of California Davis School of Medicine.

Philosophy

For Peter, helping people make the best of their financial assets is rewarding work. He takes a holistic approach to helping individuals and families take charge of their financial lives. His experience in managing financial assets is complemented by his years of experience in working with individuals and couples in resolving emotional issues. 

Peter believes that a sound financial plan is just the beginning: it is the long-term relationship between the financial professional and the client that helps to make the plan a reality. Today's investors know that it takes more than cold numbers to maintain one's life on a solid financial footing -- it requires technical skill, advanced knowledge of the financial marketplace, human understanding, the ability to lead and guide; it requires vision and compassion. Peter's goal is to bring these qualities to the relationship with every client.

Professional Services

  • Consultation to Psychotherapists
  • Consultation to Inheritors
  • Socially Responsible and Traditional Investments
  • Asset Allocation
  • Retirement Planning
  • Financial Planning
  • Estate Planning
  • Life, Disability and Long Term Care Insurance Services

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