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
Eric Ashburn Named to AdvisorHub’s Top 250 Advisors to Watch Under $1B for the Second Consecutive Year
Vienna, VA – Argent Bridge Advisors is proud to announce that Eric Ashburn, CFP®, CEPA®,...
[Money Moves with Maggie] Summer Travel Plans? Make the Most of Your Money
Are you traveling abroad this summer? With the US dollar weaker in places like the...
[Cup of Joe] June 2025 Market Updates
Watch June’s Cup of Joe to learn why single-stock risk matters. Understand how concentrated holdings,...
Safeguarding Your Finances: Fraud Prevention During Life Transitions
Life transitions—whether joyous, challenging, or bittersweet—are moments of change that often come with emotional, logistical,...
[Money Moves with Maggie] A Word of Caution on Buy Now Pay Later
Buy Now Pay Later services may seem harmless, but they can lead to overlapping payments...
[Cup of Joe] May 2025 Market Updates
Watch May’s Cup of Joe for tips on staying grounded when markets shift. Learn how...
