About Colleen
Colleen has over thirty years of experience serving clients. She currently advises over 100 individuals, families, and corporate clients. Colleen’s greatest strength is in the personal relationships she develops with her financial planning and investment advisory clients. She is passionate about not only helping clients achieve their financial goals, but also upholding and honoring the trust placed in her by her longtime clients and friends.
Colleen is a fourth-generation San Diego native. She enjoys playing golf, dancing, photography, playing music, and spending time with her family.
Colleen has over thirty years of experience serving clients. She currently advises over 100 individuals, families, and corporate clients. Colleen’s greatest strength is in the personal relationships she develops with her financial planning and investment advisory clients. She is passionate about not only helping clients achieve their financial goals, but also upholding and honoring the trust placed in her by her longtime clients and friends.
Colleen is a fourth-generation San Diego native. She enjoys playing golf, dancing, photography, playing music, and spending time with her family.