Client Service Coordinator
Maria Cole
Maria Cole serves as our Client Service Coordinator at Pacific Capital. A Southern California native and proud mother of four, Maria brings nearly 20 years of experience in the financial industry, most of which she spent with Merrill Lynch. She is known for her warm, attentive approach and genuine commitment to making every client feel supported and confident. Maria is currently pursuing her Chartered Financial Consultant (ChFC®) designation, further deepening her expertise to better serve our clients.
Maria understands that financial planning is deeply personal, and she takes great pride in creating a welcoming, trusted experience for every client she works with.
Outside the office, Maria loves cooking, spending quality time with her family, and enjoying the outdoors. The beach is her favorite place to relax and recharge. We’re thrilled to have her as part of our team and know you’ll enjoy working with her as much as we do.
Education:
- Associate’s Degree – Business & Financial Studies, Riverside City College
- FINRA SIE Certified (since 2019)
- California Life & Health Insurance Licensed (2024)
- Pursuing CHFC Designation, The American College of Financial Services
Community Service:
- Pop Warner Little Scholars Volunteer Cheer Coach (3 Years)