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Greg Colonna, Cfp® is listed as Director, Financial Planning at Edelman Financial Engines, a company with 1029 employees, based in Staten Island, New York, United States. AeroLeads shows a matched LinkedIn profile for Greg Colonna, Cfp®.
Greg Colonna, Cfp® previously worked as Financial Planning Analyst at Edelman Financial Engines. Greg Colonna, Cfp® holds Bachelor Of Science (Bs), Business Administration And Management, General from St. Francis College.
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I’ve been at Edelman Financial Engines since 2011 because I believe we truly make a positive and meaningful impact on the lives of others. Financial planning is a very personal experience that involves sharing stories about family, hopes and dreams. We recognize that life is about so much more than just money. It’s an extremely rewarding experience being trusted to help others live out their personal and financial goals. Outside of the office, I enjoy spending time with family, playing golf and attending my daughter’s dance competitions.
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Staten Island, New York, United States
-Establish and cultivate relationships with clients by gaining a thorough understanding of their distinctive goals and objectives - Partner with clients to assess their financial circumstances, craft customized financial strategies, and offer strategic guidance to facilitate the achievement of their financial goals.- Oversee and manage client investment.
- Lead portfolio related tasks including asset allocation changes and tax-loss harvesting execution across 500+ accounts- Research complex client situations across all financial planning areas as part of financial plan development and implementation -Provide end-to-end client service support for 500+ clients, including account openings, client onboarding.
Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →
Jennifer Elmore
Colleague at Edelman Financial EnginesOverland Park, Kansas, United States, United States
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Michele Corkery
Colleague at Edelman Financial EnginesBoston, Massachusetts, United States, United States
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Robert Fenno
Colleague at Edelman Financial EnginesSpring, Texas, United States, United States
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Alex Measures
Colleague at Edelman Financial EnginesArlington, Massachusetts, United States, United States
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Jason Auchana
Colleague at Edelman Financial EnginesPeoria, Arizona, United States, United States
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Lisa Egan
Colleague at Edelman Financial EnginesFulton, Maryland, United States, United States
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Matthew Prince - Crpc®
Colleague at Edelman Financial EnginesPhiladelphia, Pennsylvania, United States, United States
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Lisa Green
Colleague at Edelman Financial EnginesHenrico, Virginia, United States, United States
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John Nguyen
Colleague at Edelman Financial EnginesFalls Church, Virginia, United States, United States
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Greg Sherwell, Crpc®
Colleague at Edelman Financial EnginesAnnapolis, Maryland, United States, United States
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Quick answers generated from the profile data available on this page.
Greg Colonna, Cfp® works for Edelman Financial Engines.
Greg Colonna, Cfp® is listed as Director, Financial Planning at Edelman Financial Engines.
Greg Colonna, Cfp® is based in Staten Island, New York, United States while working with Edelman Financial Engines.
Greg Colonna, Cfp® has worked for Edelman Financial Engines.
Greg Colonna, Cfp®'s colleagues at Edelman Financial Engines include Jennifer Elmore, Michele Corkery, Robert Fenno, Alex Measures, and Jason Auchana.
You can use AeroLeads to view verified contact signals for Greg Colonna, Cfp® at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.
Greg Colonna, Cfp® holds Bachelor Of Science (Bs), Business Administration And Management, General from St. Francis College.
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