Garret Colao, CFP®, CSLP®

Independent Financial Consultant and Partner

Helping clients by giving them clarity and the ability to reach their goals and dreams

 

Garret Colao, CFP®, CSLP®

Independent Financial Consultant and Partner

About Garret

As a financial advisor based in North Star’s Minneapolis, MN office, Garret Colao focuses on helping his clients develop and maintain a sound financial strategy, while also integrating the appropriate risk management and investing strategies. Working primarily with individuals in Minnesota and Florida, Garret works with young professionals across a variety of industries, including physicians, veterinarians, and lawyers.

Garret was drawn to a career as a financial advisor due to both a desire to work in finance and to help others view their finances as a source of comfort rather than worry. As an advisor, he values mutual trust and transparency in his client relationships as he works towards being able to provide his clients with that sense of comfort. Garret’s clients have strong family values and want to provide the best lives possible for their family members. To help them achieve this, his strategy involves educating his clients on being efficient and effective with their finances while developing a comprehensive strategy based on their current financial situation and future goals.

As a financial advisor based in North Star’s Minneapolis, MN office, Garret Colao focuses on helping his clients develop and maintain a sound financial strategy, while also integrating the appropriate risk management and investing strategies. Working primarily with individuals in Minnesota and Florida, Garret works with young professionals across a variety of industries, including physicians, veterinarians, and lawyers.

Garret was drawn to a career as a financial advisor due to both a desire to work in finance and to help others view their finances as a source of comfort rather than worry. As an advisor, he values mutual trust and transparency in his client relationships as he works towards being able to provide his clients with that sense of comfort. Garret’s clients have strong family values and want to provide the best lives possible for their family members. To help them achieve this, his strategy involves educating his clients on being efficient and effective with their finances while developing a comprehensive strategy based on their current financial situation and future goals.

Qualifications

  • FINRA Series 7 and 66 registered
  • Life and Health insurance licensed
  • CERTIFIED FINANCIAL PLANNERTM professional, CFP®
  • Certified Student Loan Professional, CSLP®
  • Bachelor of Arts degree in Finance from the University of St. Thomas (St. Paul, MN)

Growing up in Miami, FL, Garret moved to the Twin Cities area following his college graduation and 2 years of playing professional football in Europe. Outside of work, Garret is involved with local sports leagues (flag football, softball and kickball), the Board of Directors for The Phoenix Residence, and the UST Young Alumni Board. His hobbies include traveling, playing with his puppy, Summit, being active, playing sports, and spending time at the cabin in the summer.

 

Services

  • Business owner solutions
  • Comprehensive financial planning
  • Debt management
  • Income protection strategies
  • Investments
  • Life insurance
  • Retirement strategies
  • Tax-efficient investment strategies*
  • Wealth accumulation
  • Wealth management

Team

Mary Meyers
Mary Meyers

Practice Coordinator

Alyssa LeMay
Alyssa LeMay

Administrative Assistant

North Star resource team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Disability Insurance and Property and Casualty

Max Miller
Max Miller

Disability Insurance Consultant

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Tim Meyer, CFA
Tim Meyer, CFA

Investment Specialist

Carrie Hancock
Carrie Hancock

Vice President, Financial Planning Resource Center

Max Stowe, LUTCF®
Max Stowe, LUTCF®

Financial Planning Specialist

Anne Pierce
Anne Pierce

Medicare Specialist

Chris Abbott
Chris Abbott

Medicare Specialist

Jeremiah Wente
Jeremiah Wente

Medicare Specialist

Ann Elliott, CPA*
Ann Elliott, CPA*

Vice President, Tax Planning*

Nik Karsseboom, CPA*
Nik Karsseboom, CPA*

Tax Director*

Contact

Connect with Garret

    Office locations

    Minneapolis

    2701 University Ave SE
    Minneapolis, MN 55414

    Get directions

    Garret is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 2093424/DOFU 4-2018