Leonard P. Cole, MBA, CPA, CFP®, CMA, EA


Len has been in the financial services industry for over four decades. His philosophy is to listen to what clients need and find sensible solutions to achieve their financial goals while simplifying their financial lives. His primary commitment is to help reduce the financial risk for his clients’ families and to help them protect, preserve and enhance their hard-earned money toward a well-planned retirement in the future.

Len joined the military at the age of 17 and served in the United States Army Security Agency Special Operations Intelligence command for 30 months in the Asia Pacific theatre. Following the military, he received an Associate in Arts degree in business from El Camino College, a Bachelor of Science degree in accounting from The University of Southern California (USC) and a Master of Business Administration degree from USC, while working full time with an additional part-time assignment at Hughes Aircraft Company in Culver City, California.

In addition to working in various financial positions during his career, he taught college and university courses for 29 years. His faculty assignments included El Camino College, USC and California State University at San Marcos. Len authored six books. Four of them are financial books.

He has been married since the age of 18 and enjoys visiting his three children, five grandchildren and three great-grandsons. In his spare time, Len enjoys writing and traveling.

Team Wealth & Tax Advisors
40395 Winchester Road, Suite A,
Temecula, CA 92591
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(951) 308-6444

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Investment Advisory Services Offered Through Team Financial Group, LLC, a SEC Investment Advisor located in the State of California DBA Team Wealth & Tax Advisors. Insurance products and services are offered through Team Financial & Insurance Services, LLC, an affiliated company. CA License #0L50753. All Tax related services provided through TeamTax, a separate company.
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