Managing Principal
CurrentColleen Farley is Co-Founder and Managing Principal of Robbins Farley, LLC. She focuses on a comprehensive wealth planning experience for her clients. With her team, she creates personalized wealth management strategies designed to build and preserve her clients’ wealth by learning about their needs and personal goals. She loves the clients she works with and truly feels responsible for helping clients achieve their goals and setting them on a path to get there.In 2012, Colleen co-founded Robbins Farley along with Bob Robbins. She has completed extensive coursework and rigorous testing to become a Certified Portfolio Manager. This certification has enabled her to gain a deeper understanding of fundamental security analysis for her clients. She works with successful individuals and families to:• Uncover each client’s planning needs by learning about their values and personal goals. • Develop a personalized plan that works specifically for each client’s unique goals and needs.• Implement and monitor each client’s plan as their needs evolve over time.
