Kay Dee  Cole

Kay Dee Cole

| CFP®

Clarity Wealth Development

Fee-Only Financial Planner serving the Corvallis, OR area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Visit Us

262 NW Polk Ave
Corvallis, OR

Kay Dee Cole is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Kay Dee Cole is a Fee Only Financial planner in Corvallis, OR. Kay Dee Cole is a NAPFA-Registered Financial Advisor.


Growing up as a farmer’s daughter just south of Corvallis, Oregon I learned the value of hard work and perseverance. I attended school in Corvallis and graduated from Oregon State University in the School of Agriculture with a Natural Resources Economics Degree with minors in business and statistics. After college I worked for the U.S. Department of Agriculture as a statistician in California and Colorado. In 1996 my husband and I returned to Corvallis to help with the family farm. In 2000, my entrepreneurial spirit helped me realize my dream of owning my own retail business, as a florist.

My background and experience in running that retail business and being involved with the sale of our family’s business gives me a unique perspective in family-owned businesses. I also realized that running a retail business was not my dream job. With the help of my financial advisor, I decided financial planning was what I really wanted to do. I started out in a large broker business but decided I wanted to help people plan for life; not just sell investments.

So I took a huge leap of faith and opened Clarity Wealth Development in 2010. I also became a Certified Financial Planner™ in 2012. I knew this was a great way to provide value and it turns out I was right. As a CFP® I have a fiduciary duty to my clients, a higher standard than most advisors. Being a fiduciary means putting my clients interests first at all times.

That courage to go out on my own came in handy when I became a cancer survivor. I understand the complexity of financial planning during a serious illness. In late 2012 I was diagnosed with ovarian cancer, stage IIIB. This was a stressful time for my family, my clients and myself. However, this did give me valuable insight as a financial planner for those unexpected life changing moments.

I am more determined than ever to provide the best service to my clients. I find joy in my family and especially my husband of 25 years. We also have two wonderful dogs, Bailey a yellow Labrador and Bella a Great Pyrenees mix. We enjoy traveling together and being active in our local community.