Greg

Colonna

CFP®

picture of a planner

Here to act in your best interests

About me

I’ve been at Edelman Financial Engines since 2011, and believe we make a positive and meaningful impact on the lives of others. For me, financial planning is about so much more than just money - it’s a personal experience that involves sharing stories about family, hopes and dreams. It’s extremely rewarding to help others live out their personal and financial goals. Outside of the office, I enjoy spending time with family, playing golf and cheering my daughter on at her many dance competitions.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Science, Business Management - Saint Francis College

Visit one of our Locations

New York VI - Staten Island

406 Forest Avenue

Staten Island, NY 10301

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

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.

The latest insights from our experts

    IRS rules for caregivers

    How to Customize Your Retirement Plan Using the 4% Rule

    Market Insights – April

    Should you try to hedge against inflation?