Greg Colonna
Director, Financial Planning - helping individuals and families build, grow, protect and preserve their wealth
- Role
- Director, Financial Planning at Edelman Financial Engines
- Location
- Staten Island, NY, US
- LinkedIn followers
- 500 followers
About Greg Colonna
I became a financial advisor because it’s one of the few professions left where you can truly help others reach their goals and dreams.Your goals are unique – and so is your journey. And the further you go in life, the more complex your financial life becomes. That’s why a trusted partner by your side is essential. At Edelman Financial Engines, we believe everyone deserves to move their financial life forward. For nearly 40 years, we have empowered individuals with expertise, insights and resources to do just that. Whether you are planning for personal milestones or building a lasting legacy, our in-house specialists – ranging from tax and estate planning to investment strategy- work alongside your wealth planner to provide tailored guidance and support.We are a fiduciary, so when it comes to investment advice, we only act in your best interests. Your goals are our priority.Money isn’t everything but it allows us to live life to the fullest, whether you value experiences, time with loved ones or something else. For me, it’s spending time with my family, golfing or cheering on my daughter at her dance competitions.
Experience
Director, Financial Planning
Oct 2023 — Present · Staten Island, NY, US
As a Financial Planner, I work alongside individuals and families to create personalized financial strategies that fit their unique goals and circumstances. My approach is centered on building trust and making the financial planning process clear and approachable, so clients feel confident in the decisions we make together.Planning covers every aspect of a client’s financial life, from detailed investment management, retirement planning and estate planning guidance to tax strategies, long-term care considerations, and life insurance solutions. By looking at the full picture, I help clients make informed decisions that support both their current needs and long-term vision for the future.At the heart of my work is a commitment to helping clients feel secure, supported, and confident about their financial future.
Education
St. Francis College
Bachelor of Science (BS), Business Administration and Management, General
2005
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