Louise Marie Cole, CWC, CFP®

Louise Marie Cole, CWC, CFP®

Principal, Partner

Phone: 732-557-5550 Ext:12
Fax: 732-557-5330
E-mail:
 

Louise Marie Cole is a widely respected leader in the Heritage Experience.  An experience that establishes nurtures and maintains multi-generational family unity, family growth and family development. Thought of as something that only the wealthy can do with their families, Louise has changed all that. Most of the individual and families that Louise works with have done estate planning and realize that their legal documents do not capture the full breadth of what they wish to pass on to their families.  To accomplish their most important goals, and to help them overcome problems associated with inheritance, Louise through The Heritage Experience can create a lasting legacy of family unity, shared vision and continuing prosperity.

Louise’s work begins by enhancing intra-family communication to define and build the family’s human, intellectual and social capital.  With collected family stories and wisdom as a foundation, Louise’s multi-generational planning then broadens to encompass philanthropy and estate planning to ensure that the client’s most important assets and values are successfully transferred to the next generation.  Louise understands that her clients believe the assets they will leave to their heirs are secondary to their legacy of love and values.

Louise has an impressive background as a businesswoman.  She is a Certified Financial Planner (CFP®),and former Registered Nurse. Studied under Rod Zeeb and Perry Cochell at the Heritage Institute and received the Joel Sonnenberg Award for Dedication.

She has been quoted in many National and local publications including  NY Times, CCH Journal of Retirement Planning, and Private Wealth Magazine.  And appeared on CNN, CNBC and FOX.  Her accomplishments include President and Chairperson of Central Jersey IAFP; then again as President of NJIAFP, now FPANJ and taught the Required Ethics Course for CFP’s in New Jersey.  She has also been very active in the Toms River community through service as past Ocean County Historical Association Board Member, Executive Board Member of the Toms River Business Improvement District, Promotions Chairperson, chairing both the Promotions and Chairperson of the New Jersey State Ice Cream Festival, and a member of the Eastern Monmouth Area Chamber of Commerce and Monmouth-Ocean Development council (MODC).  She also served on the Gift Planning Advisory Council (GPAC) for the Philadelphia Zoo.  Her Civic Service has included serving on Ocean County New Jersey’s District Ethics Committee. Louise proudly volunteered in 2 Soup Kitchens, was Co-Chair of the 1st United Methodist’s outreach program and assisted with Simply Prayer- a drive thru prayer for all.

Louise speaks regularly at a variety of industry conferences, some of which include The Heritage Institute, Financial Planning Association; Association of Fundraising Professionals, was the keynote speaker at the Planned Giving Council of Greater Pennsylvania.

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.