About > Our Team > Breanna Cole

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Phone: (619) 937-0164 x 105

 

Breanna Cole

Account Coordinator

Prior to joining the Rancho Mesa team in February 2016, Breanna worked as an administrative assistant for 8 years at San Diego Tax & Wealth Management, Inc.  There, she became CTEC Certified helping in tax return preparation during the very busy season.  Throughout the rest of the year, she prepared client presentations, Life Insurance Applications, and established Long Term Investment Accounts.  

Experience

Account Coordinator, February 2016 - Present
Rancho Mesa Insurance Services, Inc.

Administrative Assistant, 2008 - 2016
San Diego Tax & Wealth Management, Inc.

Designations

  • California Tax Education Council (CTEC) Certified

About

Breanna currently resides in her home town of Lakeside, CA.  She loves and appreciates the art of restoring classic cars and trucks.