G. William Cole, CFP®

G. William Cole, CFP®

Principal, Partner

Office: 732-557-5550 Ext:116
Fax: 732-557-5330

G. William Cole is a Certified Financial Planner with over 30 years experience as a Financial Advisor.  Bill specializes in asset protection techniques, with a concentration on Estate, Medicaid, and International Asset Protection Planning.  He is an expert in advanced Domestic and International Asset Protection and Tax Reduction Strategies for high net worth clients.

Bill was a founding member, past Chairperson and President for both the Institute for Certified Financial Planners Central NJ Society, and International Association for Financial Planners Central NJ Chapter (now FPA) and appears in “Who’s Who Executives and Professionals”.  His other professional credentials include the National Association of Security Dealers and Security Principals (now FINRA), State of New Jersey Registered Corporate Investment Advisor, New Jersey Life Insurance License along with his Certified Financial Planning license, CFP acquired in 1982.

Bill was adjunct faculty member of Monmouth University in West Long Branch, New Jersey, and Ocean County College and is known for his talents as an educator, writer and speaker.  He is devoted to educating the public on the differences between “Financial Life Value Planning” as opposed to the outdated “traditional financial planning.”  Bill has written many articles that have appeared in major publications and is frequently a guest on TV and Radio programs.

Bill is CEO of “The Heritage Group of Companies, LLC” a Multi-Family Office located in Toms River, NJ which concentrates in Asset Protection, Financial and Estate Planning, Medicaid Planning and International Asset Protection.  He also serves as President of The Heritage Advisory Group, LLC, an Investment Advisory Firm registered with the state of New Jersey.

As the father of 3 children; Ryan, Bridget and Jonathan, Bill enjoys playing guitar and piano, flying airplanes and playing an occasional “BAD” round of golf.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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Check the background of this financial professional on FINRA's BrokerCheck