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.
Garret’s areas of focus include:
- Comprehensive Fee-Based Financial Planning
- Debt Management
- Income Protection Strategies
- Retirement Strategies
- Tax-Efficient Investment Strategies*
- Wealth Accumulation
Working together with senior advisors including Damon Lichtenberger, Josef Mehle, Darby Affeldt, and Wes Sharp, Garret is able to provide his clients with further learning opportunities through their guidance and expertise. He hosts educational lunch or dinner seminars throughout the year at teaching hospitals in Jacksonville, FL and the University of Miami, as well as at the University of St. Thomas School of Law and the University of Minnesota College of Veterinary Medicine. Additionally, he is a supporting sponsor of the Minnesota Veterinary Medical Association (MVMA).
- 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.
Interested in learning more about Garret? Contact him via the information listed above!
Garret is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 2093424/DOFU 4-2018
Garret’s Support Team
Title: National Disability Insurance Consultant
Title: Vice President and Director of Investments
Title: Vice President, Life Business Development
Title: Financial Planning Specialist
Minneapolis2701 University Ave SE
Minneapolis, MN 55414