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Peter Cole, ChFC, LCSW
Peter Cole, ChFC, LCSW, is a chartered financial consultant and licensed clinical social worker with degrees from the Bryn Mawr College and University of California. A psychotherapist in practice for 25 years and a clinical professor of psychiatry with the University of California Davis School of Medicine, he now focuses his practice primarily on helping clients work consciously and effectively with their finances. He belongs to the B'nai Israel congregation and has a strong belief in tikkun olam, the obligation to work to heal the world.
He and his wife, Daisy Reese, are founders of Insight Financial Group, an innovative financial planning firm that supports clients in working with their money on both practical and emotional levels. They are authors of Managing the Financial Dimension of Your Practice, a guide for practicing psychotherapists, and True Self, True Wealth: A Pathway to Prosperity. However, their most significant accomplishment, by far, is raising five truly terrific kids. |
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