AeroLeads people directory · profile
Charlie Cole, Cfp®, Cepa® Email & Phone Number
Registered Practice Associate
at
Discovery Point Wealth Advisors
2 work emails found
@ampf.com
3 phones found area 512
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Registered Practice Associate
Location
Austin, Texas, United States
Company size
Who is Charlie Cole, Cfp®, Cepa®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Charlie Cole, Cfp®, Cepa® is listed as Registered Practice Associate at Discovery Point Wealth Advisors, a company with 5 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at ampf.com, phone signal with area code 512, and a matched LinkedIn profile for Charlie Cole, Cfp®, Cepa®.
Charlie Cole, Cfp®, Cepa® previously worked as Registered Practice Associate at Ameriprise Financial Services, Inc.. Charlie Cole, Cfp®, Cepa® holds M.A.L.D. from The Fletcher School At Tufts University.
Company email context
Email format at Discovery Point Wealth Advisors
This section adds company-level context without repeating Charlie Cole, Cfp®, Cepa®'s masked contact details.
*@ampf.com
71% confidence
AeroLeads found 2 current-domain work email signals for Charlie Cole, Cfp®, Cepa®. Compare company email patterns before reaching out.
Profile bio
About Charlie Cole, Cfp®, Cepa®
At Dvorak, Bives & Associates we know your financial goals are individual, and we can help you achieve them.We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.Areas of Focus:Executive Compensation and Benefit StrategiesRetirement Planning StrategiesWealth Preservation StrategiesEstate Planning StrategiesTax Planning StrategiesInvestmentsInsurance
Listed skills include Services.
Current workplace
Charlie Cole, Cfp®, Cepa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Discovery Point Wealth Advisors
2 roles · 18 years
Charlie Cole, Cfp®, Cepa® work experience
A career timeline built from the work history available for this profile.
Registered Practice Associate
Current
2008 - Present
~18 yrs 4 mos
3 education records
Charlie Cole, Cfp®, Cepa® education
B.A.
Education record
FAQ
Frequently asked questions about Charlie Cole, Cfp®, Cepa®
Quick answers generated from the profile data available on this page.
What company does Charlie Cole, Cfp®, Cepa® work for?
Charlie Cole, Cfp®, Cepa® works for Discovery Point Wealth Advisors.
What is Charlie Cole, Cfp®, Cepa®'s role at Discovery Point Wealth Advisors?
Charlie Cole, Cfp®, Cepa® is listed as Registered Practice Associate at Discovery Point Wealth Advisors.
What is Charlie Cole, Cfp®, Cepa®'s email address?
AeroLeads has found 2 work email signals at @ampf.com for Charlie Cole, Cfp®, Cepa® at Discovery Point Wealth Advisors.
What is Charlie Cole, Cfp®, Cepa®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 512 for Charlie Cole, Cfp®, Cepa® at Discovery Point Wealth Advisors.
Where is Charlie Cole, Cfp®, Cepa® based?
Charlie Cole, Cfp®, Cepa® is based in Austin, Texas, United States while working with Discovery Point Wealth Advisors.
What companies has Charlie Cole, Cfp®, Cepa® worked for?
Charlie Cole, Cfp®, Cepa® has worked for Discovery Point Wealth Advisors and Ameriprise Financial Services, Inc..
How can I contact Charlie Cole, Cfp®, Cepa®?
You can use AeroLeads to view verified contact signals for Charlie Cole, Cfp®, Cepa® at Discovery Point Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Charlie Cole, Cfp®, Cepa® attend?
Charlie Cole, Cfp®, Cepa® holds M.A.L.D. from The Fletcher School At Tufts University.
What skills is Charlie Cole, Cfp®, Cepa® known for?
Charlie Cole, Cfp®, Cepa® is listed with skills including Services.
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