Kevin
Colleran
CFP®
Here to act in your best interests
About me
Being a financial planner for over 20 years has given me the opportunity to help many people plan and reach their financial goals. Everybody has a dream for their future and I feel privileged to help my clients fulfill theirs. In my spare time, I enjoy hanging out with my kids, playing a little golf and following University of Maryland athletics.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Science, Finance - University of Maryland
Visit one of our Locations
Washington DC V - North Bethesda
6550 Rock Spring Drive
Suite 510
Bethesda, MD 20817
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
