Jared Colao, Financial Advisor located in Trinity, FL

Financial Advisor
Jared T Colao

CFP®, AAMS®, CRPC™
10720 State Road 54, Trinity, FL 34655opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Intergenerational Planning
  • Divorce Finances
  • Estate & Legacy Strategies
  • LGBTQ+ Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Traveling
  • Golfing
  • Animal Rescue
  • Cooking
  • Personal Fitness

Team Members

  • Sheila Parmley
    Sr. Branch Office Administrator
  • Michelle Field
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(727) 372-7678

Fax

(877) 774-9870

Office Address

10720 State Road 54
Trinity, FL 34655opens in a new window

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