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Cfp® Kol Chu Birke

Managing Principal, Corporate Strategy at Commonwealth Financial Network
Boston, Massachusetts, United States
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Cfp® Kol Chu Birke

Managing Principal, Corporate Strategy at Commonwealth Financial Network
Boston, Massachusetts, United States
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Kol Chu Birke has been an integral part of Commonwealth Financial Network for over two decades, having joined the company in 1999. His expertise in technological innovation and financial psychology has led him to his current position as Managing Principal of Corporate Strategy, where he is responsible for guiding Commonwealth's continued improvement and strategic planning.

Kol's education includes a Bachelor of Arts degree in Economics from Brandeis University and a Master of Applied Positive Psychology degree from the University of Pennsylvania. He also holds several securities registrations, including FINRA Series 7, 24, and 66, and is a Certified Usability Analyst with a CFP® certification.

Kol has been featured in Investment Advisor magazine's IA25 as one of the most influential people in the industry for his work in combining technology and financial psychology. His written work has been published in The Journal of Financial Planning, ThinkAdvisor, and InvestmentNews, and he has been a keynote speaker at the Financial Planning Association's Retreat and other industry conferences.

Aside from his professional accomplishments, Kol enjoys spending time with his family, playing sports, and even doing chores like chopping wood.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
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