Colin Drake, CFP<sup>&reg;</sup> - Financial Advisor

Colin Drake, CFP®

RLP®

Principal

Marin Financial Advisors

80 East Sir Francis Drake Blvd, Suite 1A
Larspur, CA 94939
FINANCIAL ADVISOR'S WEBSITE
(415) 925-1212

General

Colin Drake is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Marin Financial Advisors in Larspur, CA and the surrounding communities.

Financial Advisor Overview


You have financial questions.

And you want great answers. You may have financial stress and you would like relief. You have financial hopes and would like them realized. And beyond that, you also have a deeper wish: for a thriving, peaceful financial life.

When it comes to your wealth, there are really three things you want:

  1. Financial Freedom – enough money to support you for the rest of your life.
  2. Financial Security – confidence that your wealth is secure.
  3. Financial Peace – clarity, ease, and comfort in your financial life.

When it comes to a wealth manager, there are also three main things you want:

  1. Someone you like and trust.
  2. Someone who is smart, experienced, and wise.
  3. Someone who cares about YOU. Who knows you – your fears, your hopes, and what matters most to you. A true partner in getting you where you most want to go.

And ultimately, you know it’s about more than the money.

It’s about having wealth help you thrive in your life.
Sure, portfolio management is important. And, you are looking for something more: a partner who is down-to-earth, caring, great at money, and great with you. You want your money exquisitely cared for, and you want the focus on what you care most about – creating and sustaining wealth to support a life you love.

 

Together, our work is twofold:

  1. Get really clear about what you want.
  2. Align your entire financial life to create that.
Yes – you get expert solutions to all your detailed questions about investments, insurance, estate planning, taxes, real estate, debt, cash flow, stock options, education planning, retirement planning. Yes – you get institutional grade portfolio management. In fact – I love to say “I keep answering questions until you can’t think of any more.” But answers alone don’t provide peace of mind. You want to know that they are great answers for YOU and your life. That’s why we also spend time getting clear about what success looks like for you.

What’s the outcome?

  1. You are creating wealth and well-being.
  2. You have an exciting vision of what you want from your wealth. You know what success is for you.
  3. You know how much wealth you need to support your thriving life.
  4. You are clear about what your current assets are able to afford you.
  5. If you need to build further assets, you have a clear plan for doing that.
  6. Your entire financial picture (e.g. cash flow, investments, insurance, estate plan) is aligned to fuel your success.
  7. Your portfolio is professionally managed and your wealth is expertly cared for by someone deeply committed to your success and thriving.
  8. You are backed by deep and expert institutional resources. You get all the personal with all the professional.
This is the next evolution in wealth management…Money and meaning. Wealth and well being. Head and heart. Expertise and emotion. Mechanics and mindset. Fiduciary and fun. Intelligence and inspiration. Dollars and dreams. Cents and sense. Ok. Ok. You get the picture. It’s not for everyone. But it’s for you if you believe that money is about life and life is about living. Living large.

What's Next?

Please contact me. Let's talk. I invite you to join me for a no-cost exploration of how I can help you get exactly what you want: Thriving finances, thriving life.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - RLP® (Registered Life Planner)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources