Kol Chu Birke, Cfp®
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Kol Chu Birke, Cfp® Email & Phone Number

Managing Principal, Community and Technology Engagement at Commonwealth Financial Network
Location: Waltham, Massachusetts, United States 6 work roles 3 schools
2 work emails found @commonwealth.com 5 phones found area 781 and 800 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 5 phones

Work email k****@commonwealth.com
Direct phone (781) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Managing Principal, Community and Technology Engagement
Location
Waltham, Massachusetts, United States
Company size

Who is Kol Chu Birke, Cfp®? Overview

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Quick answer

Kol Chu Birke, Cfp® is listed as Managing Principal, Community and Technology Engagement at Commonwealth Financial Network, a company with 1713 employees, based in Waltham, Massachusetts, United States. AeroLeads shows a work email signal at commonwealth.com, phone signal with area code 781, 800, and a matched LinkedIn profile for Kol Chu Birke, Cfp®.

Kol Chu Birke, Cfp® previously worked as Managing Principal, Community & Technology Engagement at Commonwealth Financial Network and Managing Principal, Corporate Strategy at Commonwealth Financial Network. Kol Chu Birke, Cfp® holds Opm from Harvard Business School.

Company email context

Email format at Commonwealth Financial Network

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*@commonwealth.com
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AeroLeads found 2 current-domain work email signals for Kol Chu Birke, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Kol Chu Birke, Cfp®

Kol has been with Commonwealth since 1999. After spending nearly 20 years helping build out our industry-leading advisor technology suite, he is now working to strengthen the connection between those in our community of advisors and our home office team, as well as to connect them to our most valuable tools and resources. In addition, he is passionate about financial behavior, with a hunger for making financial planning easier and more effective by helping advisors leverage the latest behavioral insights and techniques.Kol has been honored in Investment Advisor magazine’s IA25, a list of the most influential people in our industry, for his work at the intersection of technology and financial psychology. His writing has been featured in InvestmentNews, The Journal of Financial Planning, and ThinkAdvisor, and he has spoken at numerous industry conferences, notably as keynote of the Financial Planning Association’s Retreat.Kol received his BA in economics from Brandeis University, his Master of Applied Positive Psychology degree from the University of Pennsylvania, and completed Harvard's OPM program. He is a Certified Usability Analyst; holds FINRA Series 7, 24, and 66 securities registrations; and has the CFP® certification. Kol enjoys adventures with his family, mountain biking, chopping wood, and supporting those who are helping America live out our most inspiring ideals.Commonwealth Financial Network®, Member FINRA (http://www.finra.org/) /SIPC (http://www.sipc.org/). Please review our Terms of Use. (http://www.commonwealth.com/termsofuse.html)  Opinions expressed on this page are personal and do not represent Commonwealth Financial Network® 2016 Investment Advisor magazine’s IA 25, created by ThinkAdvisor, presented in April 2016. This distinction recognizes influential financial professionals. It is not specific to financial services, does not imply an endorsement or recommendation, and does not reflect the advisor's performance. Visit https://tinyurl.com/7utzvjfd for more information.

Listed skills include Financial Services, Services, Product Evolution, and Technology.

Current workplace

Kol Chu Birke, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Commonwealth Financial Network
Commonwealth Financial Network
Managing Principal, Community and Technology Engagement
Waltham, MA, US
Employees
1713
AeroLeads page
6 roles

Kol Chu Birke, Cfp® work experience

A career timeline built from the work history available for this profile.

Managing Principal, Corporate Strategy

Commonwealth Financial Network

Waltham, MA

Jan 2018 - Jun 2023

Senior Vice President, Technology Product Evolution & Financial Behavior Specialist

Commonwealth Financial Network

Waltham, MA

Moving Commonwealth's Technology Forward!

Oct 2011 - Jun 2023
Team & coworkers

Colleagues at Commonwealth Financial Network

Other employees you can reach at commonwealth.com. View company contacts for 1713 employees →

3 education records

Kol Chu Birke, Cfp® education

FAQ

Frequently asked questions about Kol Chu Birke, Cfp®

Quick answers generated from the profile data available on this page.

What company does Kol Chu Birke, Cfp® work for?

Kol Chu Birke, Cfp® works for Commonwealth Financial Network.

What is Kol Chu Birke, Cfp®'s role at Commonwealth Financial Network?

Kol Chu Birke, Cfp® is listed as Managing Principal, Community and Technology Engagement at Commonwealth Financial Network.

What is Kol Chu Birke, Cfp®'s email address?

AeroLeads has found 2 work email signals at @commonwealth.com for Kol Chu Birke, Cfp® at Commonwealth Financial Network.

What is Kol Chu Birke, Cfp®'s phone number?

AeroLeads has found 5 phone signal(s) with area code 781, 800 for Kol Chu Birke, Cfp® at Commonwealth Financial Network.

Where is Kol Chu Birke, Cfp® based?

Kol Chu Birke, Cfp® is based in Waltham, Massachusetts, United States while working with Commonwealth Financial Network.

What companies has Kol Chu Birke, Cfp® worked for?

Kol Chu Birke, Cfp® has worked for Commonwealth Financial Network.

Who are Kol Chu Birke, Cfp®'s colleagues at Commonwealth Financial Network?

Kol Chu Birke, Cfp®'s colleagues at Commonwealth Financial Network include Megan Lewis, Alishian Mergerdichian, Marie Saulman, Shaya Hedayatian, and John Haan.

How can I contact Kol Chu Birke, Cfp®?

You can use AeroLeads to view verified contact signals for Kol Chu Birke, Cfp® at Commonwealth Financial Network, including work email, phone, and LinkedIn data when available.

What schools did Kol Chu Birke, Cfp® attend?

Kol Chu Birke, Cfp® holds Opm from Harvard Business School.

What skills is Kol Chu Birke, Cfp® known for?

Kol Chu Birke, Cfp® is listed with skills including Financial Services, Services, Product Evolution, and Technology.

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