Cole Sharp, Cfp ® Email and Phone Number
Cole Sharp, Cfp ® work email
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Cole Sharp, Cfp ® personal email
Cole Sharp, Cfp ® phone numbers
I am a CERTIFIED FINANCIAL PLANNER™ Professional with a wide range of experience that includes trust & investment management, consumer banking & lending & higher education. I partner with the team at BluePrint Financial Planning to ensure each client receives personalized, goals-based, holistic advice in every interaction. As we work through our process, we will build an action plan that you can execute on your own or we can partner to accomplish together.Outside of the office, I serve as Finance Commissioner of the City of Nebraska City & in my free time you’re likely to find me behind a drum kit in support of a local band or with my wife Amanda & beloved rescue pups, Tilly & Daisy.In addition, my passion for education at every stage in life led me to join the faculty at my alma mater, Peru State College, in 2017 where I still proudly serve as an Adjunct Business Professor.My goal is to see your vision of the future realized. To chat about how we can get there together, feel free to email me at cole.sharp@raymondjames.com or send me a message here on LinkedIn.Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPCFor important disclosure information please see "Social Media Disclosure" link in the "Contact Info" sectionBluePrint Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.Investment Advisory Services are offered through Raymond JamesFinancial Services Advisors, Inc.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
Blueprint Financial Planning
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Certified Financial Planner ™ ProfessionalBlueprint Financial Planning Aug 2021 - PresentNebraska City, Ne, UsThere is nothing more rewarding than seeing a dream achieved. Whether you’re a young professional who wants to retire early, a retiree looking to leave a legacy or anywhere in between. We help clients:•Accumulate & Preserve Wealth•Mitigate Taxes•Generate Income During Retirement•Plan for Charitable GivingAnd so much more.It all starts with getting to know you; your goals, your dreams, your family. We’ll work together to build a comprehensive plan to answer one simple question, can we add value to your life. If we can, that plan will become our roadmap to understand the strategies and services that give you the best chance to fulfill your ultimate goal, the life you want to lead. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPCBluePrint Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.Investment advisory services offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
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Financial RepresentativeBlueprint Financial Planning Jul 2019 - Aug 2021Nebraska City, Ne, UsConstruction of new financial plans & tax analyses as well as maintaining existing plans. Assisting with account paperwork, maintenance, client meetings & all daily functions to ensure achievement of the BluePrint mission of providing a superior customer service experience with every interaction.Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPCBluePrint Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.Investment advisory services offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
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Client Service AssociateBlueprint Financial Planning Dec 2018 - Jul 2019Nebraska City, Ne, UsSecurities offered through Raymond James Financial Services, Inc., Member FINRA/SIPCBluePrint Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.Investment advisory services offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
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Adjunct InstructorPeru State College Mar 2017 - PresentPeru, Nebraska, UsMember of the School of Professional Studies faculty, instructing students on financial planning, investments, business communications & professional correspondence. -
Branch ManagerPremier Bank, Omaha Mar 2016 - Sep 2018Omaha, Ne, UsCoordinate branch operations, act as loan officer to the existing loan portfolio as well as working to grow our loans. Manage my team of tellers, both full & part-time & also act to increase brand recognition in the city through community outreach & ensuring we provide exceptional customer service. -
Admissions RepresentativePeru State College Oct 2015 - Mar 2016Peru, Nebraska, UsPrimary recruiter for Peru State College of all freshman students outside the state of Nebraska.Primary Admissions contact for all International students recruitment & designated Campus Service Officer
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Community Private Banking RepresentativeU.S. Bank Nov 2012 - Oct 2015Minneapolis, Mn, Us• Providing exceptional levels of customer service to clients either by phone, email or in person• Maintaining account records in an orderly manner• Understanding and providing guidance on trust law, rules and regulations -
TellerFarmers Bank And Trust Company May 2008 - Nov 2012• Daily transactions including cash withdrawals, business and personal deposits and transfers• Processing phone calls and providing requested information• Greeting customers and providing exception levels of customer service
Cole Sharp, Cfp ® Skills
Cole Sharp, Cfp ® Education Details
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Capella UniversityAdult Education -
Marylhurst UniversityGeneral
Frequently Asked Questions about Cole Sharp, Cfp ®
What company does Cole Sharp, Cfp ® work for?
Cole Sharp, Cfp ® works for Blueprint Financial Planning
What is Cole Sharp, Cfp ®'s role at the current company?
Cole Sharp, Cfp ®'s current role is CERTIFIED FINANCIAL PLANNER ™ Professional at BluePrint Financial Planning.
What is Cole Sharp, Cfp ®'s email address?
Cole Sharp, Cfp ®'s email address is cs****@****kne.com
What is Cole Sharp, Cfp ®'s direct phone number?
Cole Sharp, Cfp ®'s direct phone number is +140255*****
What schools did Cole Sharp, Cfp ® attend?
Cole Sharp, Cfp ® attended Capella University, Marylhurst University.
What are some of Cole Sharp, Cfp ®'s interests?
Cole Sharp, Cfp ® has interest in Animal Welfare, Children, Arts And Culture, Education.
What skills is Cole Sharp, Cfp ® known for?
Cole Sharp, Cfp ® has skills like Customer Service, Finance, Banking, Retail Banking, Branch Banking, Student Recruiting, International Admissions, Trust Services, International Students, Admissions Counseling, Branch Management.
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