Get to Know Colin
Colin has always had a career goal of helping people. He considered going into a medical profession, but he took some finance and business classes in college and was hooked.
He was fortunate to have a very successful financial planner in the extended family, and he interned with her during college in Hilton Head, South Carolina.
That experience taught him the value of holistic financial planning and how young people do not receive adequate financial education, which in turn puts them way behind in achieving financial freedom.
Colin is very enthusiastic about the chance to deliver comprehensive, individualized financial planning for clients, which helps them have peace of mind and the confidence to enjoy their money.
Financial planning is so much more than investing, and Colin enjoys the challenge of solving all the pieces of a client’s financial puzzle. He looks forward to continuing to grow the firm and make it a recognized leader in the industry.
Colin Barcley has his Bachelor’s in Finance and Master’s in Business Administration from St. Bonaventure University in New York State. Colin grew up in Erie, PA with his parents and sister, and he has a coterie of friends and relatives who are his biggest supporters as he builds his career in financial services
Outside of work, Colin loves cars, college sports, music, hunting, and hanging out with friends.
Meet Your Retirement Partners
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