Partner - Chief Financial Officer
Colin Mansfield has been an Investment Advisor Representative since 2002. He began his career with the Financial Planning Division of MetLife in San Diego, CA and later moved to Wealth Strategies Group in San Jose, CA to take on a role of Director of Sales. He is experienced in all aspects of Financial Planning, such as Wealth Management, Tax Planning, Retirement Planning and Estate Planning.
His principles are simple; he aims to prepare and educate his clients so that they have the fortitude to make smart, sound or prudent decisions that will help them to achieve their goals and financial independence.
Colin was born and raised in San Jose where he now lives with his wife Julie, and children Mason, Colin Jr. (CJ), and Jaxon. He is an active alumni of Sigma Chi Fraternity. In Colin’s free time he enjoys coaching Mason’s Pony Baseball team, wine tasting and being outdoors.
Check the background of this investment professional on FINRA’s BrokerCheck.