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

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