Gayle K. Colman,  CFP<sup>&reg;</sup> - Financial Advisor

Gayle K. Colman, CFP®

Owner

Colman Knight Advisory Group, LLC

18 Audubon Ln
Carlisle, MA 01741
FINANCIAL ADVISOR'S WEBSITE
(978) 371-2015

General

Gayle Colman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Colman Knight Advisory Group, LLC in Carlisle, MA and the surrounding communities.

Financial Advisor Overview

Colman Knight offers comprehensive financial services and investment management to individuals, families and businesses ready to partner with leading experts in integral wealth. We believe that wealth is more than money and embody the highest fiduciary standards to help you bring your financial aspirations to fruition. Our unique, holistic approach combines financial expertise, human development, integral mastery, and direct experience which enables you to realize financial mastery and personal well-being as you define them. 

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Integral Coach

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Business Taxes, Estate Planning, Investment Management, Life Planning, Retirement, Long-term Care, Personal Taxes

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Helpful Financial Planning Resources