Founder, Ceo
Current
May 2018 - Present
AeroLeads people directory · profile
Colin Overweg, Cfp® Email & Phone Number
Founder of AWM • Investopedia Top 100 Financial Advisor
at
Advize Wealth Management, PLLC
1 work email found
@advizewealth.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder of AWM • Investopedia Top 100 Financial Advisor
Location
Los Angeles Metropolitan Area, United States
Who is Colin Overweg, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Colin Overweg, Cfp® is listed as Founder of AWM • Investopedia Top 100 Financial Advisor at Advize Wealth Management, PLLC, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a work email signal at advizewealth.com and a matched LinkedIn profile for Colin Overweg, Cfp®.
Colin Overweg, Cfp® previously worked as Founder, CEO at Advize Wealth Management, Pllc and Advisor Associate at Waddell & Reed. Colin Overweg, Cfp® holds Bachelor Of Arts (B.A.), Finance from Michigan State University.
Company email context
Email format at Advize Wealth Management, PLLC
This section adds company-level context without repeating Colin Overweg, Cfp®'s masked contact details.
{first}@advizewealth.com
86% confidence
AeroLeads found 1 current-domain work email signal for Colin Overweg, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Colin Overweg, Cfp®
HI, I'M COLIN.My passion is to help people live their greatest life by crafting and executing goal-based financial strategies!
Listed skills include Leadership, Microsoft Office, Teamwork, Microsoft Word, and 9 others.
Current workplace
Colin Overweg, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Colin Overweg, Cfp® work experience
A career timeline built from the work history available for this profile.
Advisor Associate
Jan 2017 - May 2018
Investment Advisor Representative
Dec 2014 - Dec 2016
Financial Services Professional
May 2014 - Aug 2014
2 education records
Colin Overweg, Cfp® education
Bachelor Of Arts (B.A.), Finance
Financial Planning Certification Program
FAQ
Frequently asked questions about Colin Overweg, Cfp®
Quick answers generated from the profile data available on this page.
What company does Colin Overweg, Cfp® work for?
Colin Overweg, Cfp® works for Advize Wealth Management, PLLC.
What is Colin Overweg, Cfp®'s role at Advize Wealth Management, PLLC?
Colin Overweg, Cfp® is listed as Founder of AWM • Investopedia Top 100 Financial Advisor at Advize Wealth Management, PLLC.
What is Colin Overweg, Cfp®'s email address?
AeroLeads has found 1 work email signal at @advizewealth.com for Colin Overweg, Cfp® at Advize Wealth Management, PLLC.
Where is Colin Overweg, Cfp® based?
Colin Overweg, Cfp® is based in Los Angeles Metropolitan Area, United States while working with Advize Wealth Management, PLLC.
What companies has Colin Overweg, Cfp® worked for?
Colin Overweg, Cfp® has worked for Advize Wealth Management, Pllc, Waddell & Reed, Cetera Advisors Llc, and Massmutual Financial Group.
How can I contact Colin Overweg, Cfp®?
You can use AeroLeads to view verified contact signals for Colin Overweg, Cfp® at Advize Wealth Management, PLLC, including work email, phone, and LinkedIn data when available.
What schools did Colin Overweg, Cfp® attend?
Colin Overweg, Cfp® holds Bachelor Of Arts (B.A.), Finance from Michigan State University.
What skills is Colin Overweg, Cfp® known for?
Colin Overweg, Cfp® is listed with skills including Leadership, Microsoft Office, Teamwork, Microsoft Word, Powerpoint, Microsoft Excel, Nonprofits, and Public Speaking.
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