Colin Drake
Principal at Marin Financial Advisors
- Role
- Principal at Marin Financial Advisors
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Colin Drake
Passionate about helping people create wealth and well-being. Wealthspire…
Experience
Principal
Jan 2018 — Present · Larkspur, CA, US
Drake Wealth Management is now Marin Financial Advisors.
Education
College for Financial Planning
Certified Financial Planner Certification, Comprehensive Financial Planning
1995 — 1996
Middlebury College
BA, Psychology
1987 — 1991
Skills
- Wealth Management
- Personal Financial Planning
- Lifestyle Coaching
- Investment Advisory
- High Net Worth Individuals
- Comprehensive Wealth Management
- Investment Banking
- Wealth Management Services
- Financial Advisory
- Investments
- Due Diligence
- Financial Services
- Hedge Funds
- Financial Planners
- Insurance
- Finance
- Valuation
- Equity Research
- Asset Allocation
- Mutual Funds
- Risk Management
- Financial Modeling
- Strategy
- Succession Planning
- Emerging Markets
- Management Consulting
- Executive Coaching
- Equities
- Small Business
- Investment Management
- Coaching
- Capital Markets
- Retirement Planning
- Entrepreneurship
- Retirement
- Strategic Financial Planning
- Corporate Development
- Personal Finance
- Securities
- Estate Planning
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