Kay Dee Cole

CFP®

Clarity Wealth Development

Founder & Financial Planner

Contact Me

Kay Dee Cole

CFP®

Clarity Wealth Development

Founder & Financial Planner

Our core purpose is to empower clients with financial confidence. - Kay Dee Cole, CFP®

Contact Me

541-753-1898

Website

Fee-Only financial planner located in Corvallis, OR, serving clients locally and in the Willamette Valley. Our values are Striving for Simplicity, Listen Actively, Go the Extra Mile, and Be Resourceful

Meet Kay Dee Cole

Kay Dee Cole is a Corvallis, OR fee-only financial planner. Clarity Wealth Development provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Kay Dee Cole is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

Kay Dee Cole is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Kay Dee Cole is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Kay Dee Cole

541-753-1898

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Office Locations:

  • 262 NW Polk Ave
    Corvallis, OR 97330

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