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
When Love & Legacy Collide
Nicole Kidman and Keith Urban’s separation after 19 years underscores that even long, seemingly perfect...
[Cup of Joe] Government Shutdown & “Is the Market Going to Crash?”
Watch October’s Cup of Joe to learn how a government shutdown and rising market anxiety...
A Premarital Playlist
You’ve picked the venue, finalized the guest list, chosen a cake flavor, and built the...
[Money Moves with Maggie] Planning Finances as a Couple
This month, Maggie is joined by her fiancé, Enzo, to share the most important money...
The OBBBA Deduction Explained: What Retirees Should Know
The One Big Beautiful Bill Act (OBBBA) is making big changes to how Social Security...
Takeaways from Stop, Spot, Secure
Missed Our “Spot, Stop, Secure” Webinar? We’ve compiled a recap of the key fraud and...
