Advisor profile


My approach

Colin Walker - My approach photo

Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

Colin Walker - My approach photo

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Master of Business Administration from Saint Bonaventure University

Interests

I am an avid car enthusiast that also enjoys golf in the summer, skiing in the winter, and travelling all year round.

Community participation

Member of the Board

Hope on Haven Hill is a level 3.5 substance use treatment organization serving homeless, pregnant and newly parenting mothers who are in recovery.

  • Hope on Haven Hill

Previous experience

  • Registered Practice Associate @ Ameriprise Financial, 2
  • Financial Analyst @ Citigroup, 2