Cole Benson, CFP®, is a Wealth Advisor at Crusonia Wealth, where he works with individuals and families to develop comprehensive wealth strategies that integrate investment management, tax planning, estate planning, and other aspects of their financial lives. His particular areas of experience include advanced tax planning, real estate, private investment solutions, portfolio construction, and cash-flow planning.
Cole brings more than nine years of experience in financial planning and wealth management to Crusonia. Prior to joining the firm, he spent nine years at Ridgegate Financial, where he progressed from a servicing advisor to a lead advisor & head of financial planning, working closely with high-net-worth individuals and families on complex financial planning and investment decisions. His experience includes developing advanced tax strategies, evaluating real estate and private investment opportunities, and helping clients coordinate their investment portfolios with their broader financial and estate planning goals.
Cole earned a Bachelor of Science in Business Administration with a concentration in Financial Planning from Colorado State University in 2016. Originally from Pasadena, Maryland, he moved to Colorado to attend CSU and has since made Colorado his home.
Outside of work, Cole enjoys spending time with his family, golfing, backcountry split boarding, and brewing beer.
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