Brett Colbert
Your Partner Dedicated in your Financial Journey
Brett colbert
Financial Paraplanner
Hometown:
Rochester, NY
What qualities make you best at your work?
I am very analytically based and operate by finding patterns in everything I see and do.
How should people think about their wealth?
Think about where you want to see yourself down the road and ask your advisors what would it take to get you there.
How do you spend your time outside of work?
By spending time with friends and family and listening to music.
What accomplishments are you most proud of?
Being the first male in my family to graduate from college.
“The greatness of a man is not in how much wealth he acquires, but in his integrity and his ability to affect those around him positively”
Education
- St. Bonaventure University – Bachelor’s Degree in Finance with a minor in Economics
Recent Insights
A Post-Divorce Playlist
Divorce isn’t the end of the story, it’s a plot twist. The credits haven’t rolled;...
Year-End Reflections
As the year draws to a close, we’ve been taking time to reflect on the...
[Money Moves with Maggie] When Refinancing Your Home Makes Sense
As mortgage rates begin to ease, many homeowners are wondering whether refinancing could make sense...
[Cup of Joe] Market Forecasts and Better Questions to Ask
December’s Cup of Joe looks at why annual market forecasts are often unreliable and what...
Planning for a Divorce in the Year Ahead? Smart Moves to Make Before January
Are you considering a divorce next year? Many people face irreconcilable issues in their marriage...
Beyond Budgeting: How an Abundant Mindset Transforms Financial Planning
Most people approach financial planning through the lens of scarcity, cutting costs, bracing for risk,...