Colette Kolanko

Norfolk, VA

Verified Identity

Senior Principal at

Cerity Partners

Years of Experience

20 years

Number of Clients

Average Client Size

$2,000,000

Member Since

2025

Allow Me to Introduce Myself

Colette is a Senior Principal in the Metro Washington DC area, where she incorporates 20+ years of knowledge and experience from the accounting and finance industry. She has a passion for helping people successfully navigate the course of their financial future. Colette’s diverse experience helping ...

Clientele

Business Owners

Corporate Executives

Divorcees

Inheritors

LGBTQ+

Retirees

Surviving Spouses

Colette works with High Net Worth individuals to help clear away the clutter and allow them to focus on their personal financial goals.

Services Provided

Investment Management

Tax Planning

Estate Planning Strategies

Financial Planning

Specialties and Expertise

Cash Flow Analysis

College Planning

Philanthropic Planning and Giving

Portfolio Construction

Retirement Income

Tax Minimization Inv...

Wealth Accumulation ...

Credentials and Designations

CDFA®

Certified Divorce Financial Analyst®

Click to learn more

CPA

Certified Public Accountant

Click to learn more

Pricing Models

Flat FeeAUM

Education

Georgetown University

Executive Certificate in Financial Planning

Obtained in 2005

The Pennsylvania State University

B.S. in Accounting

Obtained in 1985

Advisor Links

Advisor Website

Disclosures and Proof of License

SEC Profile

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