Len Colman, Cfp, Clu

Len Colman, Cfp, Clu Email and Phone Number

Senior Investment Advisor @ Manulife Securities
Summerland, BC, CA
Len Colman, Cfp, Clu's Location
Summerland, British Columbia, Canada, Canada
Len Colman, Cfp, Clu's Contact Details

Len Colman, Cfp, Clu work email

Len Colman, Cfp, Clu personal email

About Len Colman, Cfp, Clu

I help people to achieve all their financial goals. I take a holistic wealth management approach in providing integrated and comprehensive financial planning and investment advice leveraging my experience and knowledge having attained both the CFP and CLU designations.Specialties: A motivated self-starter with progressive experiences in both the financial services and financial planning professions who has successfully driven sales in the investment management industry. Described as results oriented and relationship focused.

Len Colman, Cfp, Clu's Current Company Details
Manulife Securities

Manulife Securities

View
Senior Investment Advisor
Summerland, BC, CA
Website:
manulifesecurities.ca
Employees:
1411
Len Colman, Cfp, Clu Work Experience Details
  • Manulife Securities
    Senior Investment Advisor
    Manulife Securities
    Summerland, Bc, Ca
    View

Len Colman, Cfp, Clu Skills

Wealth Management Investments Strategic Financial Planning Financial Advisory Financial Services Mutual Funds Retirement Planning Wealth Financial Planning Finance Investment Advisory Investment Strategies Financial Planners Personal Finance Securities Certified Financial Planner Asset Allocation Equities Asset Management Retirement Estate Planning Investment Management Wealth Management Services Capital Markets Risk Management Alternative Investments Fixed Income Life Insurance Disability Insurance Fixed Annuities Retirement Savings Bonds High Net Worth Individuals Etfs Pensions Critical Illness Insurance Mortgage Lending Financial Markets Options Personal Financial Planning Relationship Management Savings Stocks Series 7 Income Protection Wealth Accumulation Trading Returning Phone Calls Portfolio Management

Frequently Asked Questions about Len Colman, Cfp, Clu

What company does Len Colman, Cfp, Clu work for?

Len Colman, Cfp, Clu works for Manulife Securities

What is Len Colman, Cfp, Clu's role at the current company?

Len Colman, Cfp, Clu's current role is Senior Investment Advisor.

What is Len Colman, Cfp, Clu's email address?

Len Colman, Cfp, Clu's email address is le****@****hoo.com

What skills is Len Colman, Cfp, Clu known for?

Len Colman, Cfp, Clu has skills like Wealth Management, Investments, Strategic Financial Planning, Financial Advisory, Financial Services, Mutual Funds, Retirement Planning, Wealth, Financial Planning, Finance, Investment Advisory, Investment Strategies.

Who are Len Colman, Cfp, Clu's colleagues?

Len Colman, Cfp, Clu's colleagues are Angelo Bonaccorso, Jason Ledrew, Lancei Traore, Yan Mukendi, Colleen Lemieux, Keith Secord, Mark Wendland.

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