Cole Luzins

Cole Luzins

Cb Fund Accountant Ii @ Sei

About Cole Luzins

Cole Luzins is a CB Fund Accountant II at SEI and a Real Estate Salesperson at Keller Williams Realty, Inc. in Exton, Pennsylvania. He has a background in finance and real estate, with experience in various roles and a focus on achieving long-term financial goals through real estate investments.

Title

Cole Luzins currently holds the position of CB Fund Accountant II at SEI in Oaks, Pennsylvania. In addition, he works as a Real Estate Salesperson at Keller Williams Realty, Inc. in Exton, Pennsylvania. This combination of roles highlights his expertise in both finance and real estate.

Current Positions

Cole Luzins is currently working at SEI as a CB Fund Accountant II in Oaks, Pennsylvania, where he applies his financial expertise. Concurrently, he is employed at Keller Williams Realty, Inc. as a Real Estate Salesperson in Exton, Pennsylvania. This dual employment showcases his dedication to both finance and real estate sectors.

Educational Background

Cole Luzins has a broad educational background. He achieved his Bachelor's degree in Finance from Susquehanna University, completing his studies between 2014 to 2018. Additionally, he studied International Finance at Universitat Autònoma de Barcelona for 11 months in 2016. His foundational education was completed at Phoenixville Area High School, where he studied from 2010 to 2014.

Previous Work Experience

Cole Luzins has gained varied work experience over the years. He worked as an intern at Bala Financial Group Inc for two months in 2017 and as a Wealth Management Intern at Waddell & Reed from 2017 to 2018. Additionally, Luzins held a position at Tague Lumber Inc. from 2015 to 2016. These roles contributed to his understanding and expertise in finance and management.

Real Estate and Financial Goals

Cole Luzins is actively involved in real estate investments, partnering with Kris Krohn and his team—who have completed over $1 billion in transactions. He is focused on achieving monthly passive income and believes in the potential of real estate investing to provide financial stability and freedom. With guidance from his mentor, he handles deal finding, property management, rehabs, and setting up LLCs for protection and tax incentives.

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