AeroLeads people directory · profile
Mark Colgan, Cfp® Email & Phone Number
Founder
at
Plan Your Legacy, LLC
1 work email found
@colgancapital.com
3 phones found area 585
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder
Location
Pittsford, New York, United States
Company size
Who is Mark Colgan, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Mark Colgan, Cfp® is listed as Founder at Plan Your Legacy, LLC, a with 1 employees, based in Pittsford, New York, United States. AeroLeads shows a work email signal at colgancapital.com, phone signal with area code 585, and a matched LinkedIn profile for Mark Colgan, Cfp®.
Mark Colgan, Cfp® previously worked as President + Wealth Advisor at Montage Wealth Mgmt and Company Owner at Colgan Capital. Mark Colgan, Cfp® holds Bs, Finance from Rochester Institute Of Technology.
Company email context
Email format at Plan Your Legacy, LLC
This section adds company-level context without repeating Mark Colgan, Cfp®'s masked contact details.
*@colgancapital.com
68% confidence
AeroLeads found 1 current-domain work email signal for Mark Colgan, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Mark Colgan, Cfp®
We get it, life-altering moments happen. Whether it’s a job change, divorce, retirement, health issues, or the loss of a loved one, these are moments that can shake up your world and leave you feeling overwhelmed and unsure of what steps to take. Especially when it comes to reshuffling your financial strategies. Your new reality needs a financial plan that is well thought out, reflecting your current needs and future dreams.We specialize in providing comprehensive support in times like these. We’ve crafted a financial planning process that helps you establish new financial priorities and make well-informed decisions, so you’re ready to embrace the opportunities your future holds.The Legal StuffMark is a CFP® professional, having fulfilled Certified Financial Planner Board's rigorous requirements. CFP® professionals are held to strict ethical standards and must acquire several years of experience related to delivering financial planning services to clients and must pass the comprehensive CFP® Certification Exam.The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations.Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org, https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network ®.Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Listed skills include Financial Services, Investments, Estate Planning, Insurance, and 2 others.
Current workplace
Mark Colgan, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Plan Your Legacy, Llc
5 roles · 32 years
Mark Colgan, Cfp® work experience
A career timeline built from the work history available for this profile.
President + Wealth Advisor
CurrentWE ARE FINANCIAL PLANNERS WITH DISTINCTION.Leveraging our extensive experience, we’re good at several things. Personalized financial planning, retirement planning, fiduciary investment management, tax planning and estate planning.But let’s be frank: Those are core expectations for any wealth management firm.Through our vast experience, we’ve developed a distinct ability to guide people through big life changes.MAKING NEW PLANS FOR NEW REALITIES IS OUR THING.Even if you’re not facing a significant life event or milestone today, you’re likely to at some point. We’re here to help you:1. Proactively address and prepare for significant life events that, if left unaddressed, could pose significant challenges for your loved ones.2. Develop smart saving and spending strategies that keep you on track with your financial goals, while enabling you to enjoy today’s pleasures without thinking twice.3. Feel confident you have the right team in place, fueling enthusiasm about your next chapter in life.
May 2014 - Present
Founder
CurrentAs founder of Plan Your Legacy, Mark is instrumental in developing the vision of the firm, developing marketing concepts and enhancing their overall service offering. Mark is a sought-after national speaker and expert on legacy planning. This specialty was born after he authored The Survivor Assistance Handbook: A Guide for Financial Transition, which he was inspired to write after his first wife passed away unexpectedly at the young age of 28. His articles have appeared in U.S. News and World Report, The Journal of Financial Planning, American Association of Individual Investors, and Money Adviser, a Consumer Reports publication. He has also been cited by Fox News, CBS MarketWatch, Oprah and Friends, Morningstar.com, and other mainstream media.
2002 - Present
~24 yrs 6 mos
Company Owner
Colgan Capital
A Certified Financial Planner professional, Mark helps people get their finances dialed in to do more of what they love, because while money’s great, all we take with us when we go is the memories it affords.
Jan 2000 - May 2014
Investment Consultant
Helped individuals with financial planning, investment management, insurance solutions and personal legacy planning.
1995 - 1999
~4 yrs
2 education records
Mark Colgan, Cfp® education
Bs, Finance
Rochester Institute Of Technology
Economics
State University Of New York College At Potsdam
FAQ
Frequently asked questions about Mark Colgan, Cfp®
Quick answers generated from the profile data available on this page.
What company does Mark Colgan, Cfp® work for?
Mark Colgan, Cfp® works for Plan Your Legacy, LLC.
What is Mark Colgan, Cfp®'s role at Plan Your Legacy, LLC?
Mark Colgan, Cfp® is listed as Founder at Plan Your Legacy, LLC.
What is Mark Colgan, Cfp®'s email address?
AeroLeads has found 1 work email signal at @colgancapital.com for Mark Colgan, Cfp® at Plan Your Legacy, LLC.
What is Mark Colgan, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 585 for Mark Colgan, Cfp® at Plan Your Legacy, LLC.
Where is Mark Colgan, Cfp® based?
Mark Colgan, Cfp® is based in Pittsford, New York, United States while working with Plan Your Legacy, LLC.
What companies has Mark Colgan, Cfp® worked for?
Mark Colgan, Cfp® has worked for Plan Your Legacy, Llc, Montage Wealth Mgmt, Colgan Capital, and Mcdonald Investments.
How can I contact Mark Colgan, Cfp®?
You can use AeroLeads to view verified contact signals for Mark Colgan, Cfp® at Plan Your Legacy, LLC, including work email, phone, and LinkedIn data when available.
What schools did Mark Colgan, Cfp® attend?
Mark Colgan, Cfp® holds Bs, Finance from Rochester Institute Of Technology.
What skills is Mark Colgan, Cfp® known for?
Mark Colgan, Cfp® is listed with skills including Financial Services, Investments, Estate Planning, Insurance, Securities, and Finance.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial