Advisor profile


My approach

Colleen Abate - 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.

Colleen Abate - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Georgetown University, BS in International Affairs

Interests

  • Travel
  • Yoga
  • Reading
  • Spending time with husband Mike and children David and Anne

Community participation

  • Anchorage Independent School District, Board Member
  • World Affairs Council of Kentucky and Southern Indiana, Board Member
  • Shively Area Ministries, Past Board Chair