Cole Wheeler, CFP®

Cole Wheeler is a dedicated Wealth Advisor at Linscomb Wealth, bringing expertise and a client-focused approach to his role. A graduate cum laude of Texas A&M University with a Bachelor of Science in Economics, Cole combines a strong academic foundation with a passion for helping clients achieve their financial goals.

As a member of the Financial Planning Association, Cole is committed to providing comprehensive financial strategies tailored to each client’s unique needs. His disciplined, thoughtful approach focuses on building and preserving wealth, offering clients peace of mind and confidence in their financial futures. Outside of the office, Cole enjoys sports, golfing, riding motorcycles, traveling, and spending time outdoors with family and friends.

Certifications
CERTIFIED FINANCIAL PLANNER^®

Favorite Quote
“Success is not final; failure is not fatal: it is the courage to continue that counts.” – Winston S. Churchill

Favorite Book
Favorite finance related book is Rich Dad Poor Dad by Robert Kiyosaki. Favorite non-finance related books are the Harry Potter series by J.K. Rowling.

Favorite Music/Podcast
Music library is made up of a wide variety of genres and styles. Favorite podcast is The Joe Rogan Experience.