Dylan Cole, CFP® WMCP® ChFC® RICP® CEPA® in

Dylan Cole, CFP® WMCP® ChFC® RICP® CEPA®

Supporter · DISC type s
Partner | Private Wealth Advisor at Blueprint Financial Group
📍 Louisville, Kentucky, United States

Dylan Cole is a Partner and Private Wealth Advisor at Blueprint Financial Group, specializing in tax-efficient strategies for tech professionals and business owners. A University of Kentucky alumnus, he was recently recognized by Forbes as a Best-in-State Top Financial Security Professional for 2025. Colleagues and clients often describe him as diligent, approachable, and highly motivated.

Outside of his professional role, Dylan is actively engaged in the Louisville community. He has served as a guest speaker for the University of Louisvilles College of Business and is a supporter of local organizations like Volunteers of America Mid-States. His personal interests include the University of Kentucky.

Unique fact: Dylan was named one of the top financial security professionals in Kentucky by Forbes for 2025.

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Experience
9 Years
Current Role
Partner | Private Wealth Advisor
Location
Louisville, Kentucky, United States
Personality Overview

How Dylan shows up

Risk-averse
Social Proof Driven
Calm

They prefer to follow rules and procedures. They are unlikely to become strong champions as they don't prefer pushing other people. Their motivation stems from the impact that their decisions can have on the organization.


Priorities

Topics Dylan cares about

Tax Mitigation
This is a core focus of his practice, and he recently hosted a webinar on tax optimization specifically for tech leaders.
Equity Compensation
He has a strong understanding of RSUs and stock options, a key part of his work with professionals in the tech industry.
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Career

Work history

7-2025
Partner | Private Wealth Advisor
Blueprint Financial Group
5-2016
CERTIFIED FINANCIAL PLANNER™ Professional | Financial Advisor
Northwestern Mutual
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
CERTIFIED FINANCIAL PLANNER®
Certified Financial Planner (CFP®) Board
Education details unavailable
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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