Alexis Cole joined California Capital Management in 2002 and earned her certified financial planner credentials in 2015. She has worked in the financial advisory since her college days at Loyola Marymount University, where she graduated in 2000 with a bachelor’s degree in business administration. Outside the workplace, Cole enjoys spending time outdoors, riding her horse, hiking or skiing. 

Question: What do clients want now that maybe they didn’t want a few years ago? And do you know why?


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