Albany

Kollin Allard

CFP®, CRPC®, SE-AWMA

Senior Wealth Advisor

3 Atrium Dr, Suite 265
Albany, NY 12205

Kollin Allard
Kollin Allard

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • CRPC® – CHARTERED RETIREMENT PLANNING COUNSELOR
  • SE-AWMA – Sports & Entertainment Accredited Wealth Management Advisor

About Kollin

By diving deep into each client’s financial situation, Kollin provides a comprehensive financial plan and guidance on how to navigate the uncertainties that may arise for the individuals and families he works with. His approach focuses on retirement income & tax strategies, investment management, risk management, and estate planning.

Residing in the Berkshires (MA), Kollin is passionate about giving back to his community and has frequently volunteered with local programs. When he is not assisting clients, Kollin enjoys golfing, playing basketball, and spending time with family.

Education and Professional Milestones

-Westfield State University - bachelor of science degree in economics and business management

-Joined Atlas Private Wealth Management’s advisor team in 2011