Frank Colatruglio
Managing Director - Investments at Colatruglio Wealth Management Group of Wells Fargo Advisors
- Role
- Managing Director - Investments at Wells Fargo Advisors
- Location
- Bakersfield, CA, US
- LinkedIn followers
- 500 followers
About Frank Colatruglio
I have been providing customized, comprehensive wealth management services for clients in the Bakersfield area for over 30 years. As Managing Director – Investments at the Colatruglio Wealth Management Group of Wells Fargo Advisors, I deliver a comprehensive approach to Wealth Preservation and Retirement Planning. I design customized solutions based upon client risk profiles and Wells Fargo Advisors Strategic Asset Allocation guidelines to provide attractive risk adjusted solutions to highly affluent families, business owners, institutions and executives in various industries across multiple states. I have developed an active professional network within the legal and accounting communities to benefit mutual clients by working as part of a coordinated team of professionals to design comprehensive solutions for client investment planning and estate investment planning. This information is intended for use by residents of AZ, CA, CO, IA, MI, MO, NV, TX, and VA only. CA Insurance Producer License Number 0A11534. Resident State: CA Please contact me by e-mail f••••••••@wfadvisors.com or by phone 66••••••53. I cannot respond to messages through Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Managing Director - Investments
Jun 2019 — Present · Bakersfield, CA, US
Education
College for Financial Planning
CERTIFIED FINANCIAL PLANNER® Certification
1994 — 1996
California State University-Bakersfield
BS, Magna Cum Laude
1976 — 1981
CFA Institute
CFA
1996 — 1999
Bowling Green State University
General Ed, Psychology
1976 — 1979
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