Colleen Supran, Cfa Email & Phone Number

I joined Cerity Partners because I am a believer in our core philosophy – investing should be done with knowledge of each client’s complete financial picture. I enjoy helping my clients better understand the uncertainties of markets and exploring their unique views about money and investing. By tailoring our strategy to meet these unique goals and viewpoints, we provide our clients with what we believe is the best possibility of achieving their financial goals. My target clients have investable assets in the $2-$25 million range and want flexible, low cost, liquid portfolios. I feel that our clients benefit from our advice on other financial issues including gifting to children and charities, estate planning, insurance coverage, retirement planning and saving, spending, and budgeting. Our advice is always unbiased as we sell no proprietary products.I live in Orinda with my husband, Jon. I love to run and cook.