Copernicus Radio Interview
|
|
Background
Position yourself at the forefront of one of the fastest-growing segments of the financial planning industry: personal legacy planning. Personal legacy planning takes financial planning and even estate planning to the next level and helps clients preserve their values, memories and final wishes to ensure they leave loved ones with clarity and inspiration.
Mark Colgan has been in the financial services industry for nearly 20 years. As the Senior Financial Consultant of Colgan Capital, LLC his primary goal is to help clients maximize their finances to live a life of significance and leave a meaningful legacy. It’s this balaned approach, combined with his expertise that makes Mark uniquely qualified to help you.
Mark earned his BS in Finance from the Rochester Institute of Technology, became a registered representative in 1993, and earned his CERTIFIED FINANCIAL PLANNER™ certification in 1998. In 2011, he joined Commonwealth Financial Network®, the largest, privately held independent broker/dealer in the nation, to take advantage of all the services and resources they offer.
In addition to working with his clients Mark is a sought-after national speaker and expert on legacy planning. This specialty was born after he authored The Survivor Assistance Handbook: A Guide for Financial Transition, which he was inspired to write after his first wife passed away unexpectedly at the young age of 28. His articles have appeared in U.S. News and World Report, Money Adviser, a Consumer Reports publication, Fox News, CBS MarketWatch, Oprah and Friends and Morningstar.com.
Mark Colgan has been in the financial services industry for nearly 20 years. As the Senior Financial Consultant of Colgan Capital, LLC his primary goal is to help clients maximize their finances to live a life of significance and leave a meaningful legacy. It’s this balaned approach, combined with his expertise that makes Mark uniquely qualified to help you.
Mark earned his BS in Finance from the Rochester Institute of Technology, became a registered representative in 1993, and earned his CERTIFIED FINANCIAL PLANNER™ certification in 1998. In 2011, he joined Commonwealth Financial Network®, the largest, privately held independent broker/dealer in the nation, to take advantage of all the services and resources they offer.
In addition to working with his clients Mark is a sought-after national speaker and expert on legacy planning. This specialty was born after he authored The Survivor Assistance Handbook: A Guide for Financial Transition, which he was inspired to write after his first wife passed away unexpectedly at the young age of 28. His articles have appeared in U.S. News and World Report, Money Adviser, a Consumer Reports publication, Fox News, CBS MarketWatch, Oprah and Friends and Morningstar.com.
|
|
|
|
