Frank Colatruglio has been providing customized, comprehensive wealth management services for clients in the Bakersfield area for over 30 years. Prior to forming Colatruglio Wealth Management Group of Wells Fargo Advisors, Frank was a Senior Vice President - Wealth Management Advisor and Senior Portfolio Manager at UBS Financial Services focused on discretionary portfolio management and financial planning for affluent and high net worth individuals as well as foundations and pooled asset retirement plans. Prior to this, he was with Merrill Lynch where he provided the same services as a Vice President – Wealth Management Advisor and Portfolio Manager.
As Managing Director – Investments of Colatruglio Wealth Management Group, Frank delivers a comprehensive approach to Wealth Management and Retirement Planning. He designs customized solutions based upon client risk profiles and Wells Fargo Advisors Strategic Asset Allocation guidelines to provide attractive risk adjusted solutions to highly affluent families, business owners, institutions and executives in various industries across multiple states. He also works with legal and accounting professionals to provide mutual clients with integrated investment and estate planning solutions.
Frank has been active in various roles within the community, including serving as International Service Director for the Bakersfield East Rotary, as President of the Board of Directors of the Estate Planning Council of Bakersfield, as Treasurer of the Petroleum Club of Bakersfield as well as President of the Alzheimer's Disease Association of Kern County. He currently serves on the Board of Directors for the Distinguished Young Women of California, as an adjunct faculty lecturer in Finance at California State University, Bakersfield (CSUB), and on the Executive Advisory Council to the Dean of the School of Business and Public Administration at CSUB.
Frank graduated with honors from CSUB with a Bachelor's degree in Business Administration/Finance and Psychology. He has continued his education by obtaining the Chartered Financial Analyst (CFA) and the Certified Financial Planner (CFP) certifications. He is a member of the CFA Institute and the CFA Society of Los Angeles and is a former grader for the CFA examination program. He holds the Series 7, 63 and 65 registrations as well as a California insurance license.
Frank is a member of Stockdale Country Club and resides in Bakersfield with his family and enjoys golf, reading, music and traveling during his free time.
CA Insurance License #0A11534
Resident State: CA
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As a Bakersfield native, Garett is a 2010 CSF Honors graduate of Liberty High School. He continued his education at California State University, Bakersfield where he graduated with a Bachelor of Science degree in Business Management. He graduated with multiple Honors which included Magna Cum Laude, Beta Gamma Sigma, and Alpha Chi. He received exclusive recognition from his professors as the Outstanding Student of Business Management in the graduating class of 2014.
Upon graduating from CSUB, he worked for Northwestern Mutual as a Financial Representative where he provided clients with services pertaining to their risk management needs. Garett was recruited by Merrill Lynch and Bank of America where he spent 4 years working as a Financial Advisor and Financial Solutions Advisor where he helped retail banking clients plan and invest for various life goals such as their retirement and children’s college education. He was also a Senior Wealth Strategy Associate with UBS Financial Services where he provided Wealth Management Advisors in the Bakersfield office with consulting services in marketing, and financial planning.
Garett is proud to work alongside his father as a Financial Advisor in Colatruglio Wealth Management Group of Wells Fargo Advisors specializing in marketing, wealth and retirement planning, as well as access to insurance and lending products through Wells Fargo Affiliates.
In his leisurely time, Garett has enjoyed being a member of various community organizations such as the Rotary Club of Bakersfield Twilight and the Laf-A-Lot Dance Association. As an active and proud member of Rotary for 4 years, Garett has served in positions such as Sergeant At Arms and Vocational Chair. He has also served as Publicity Chair of the Laf-A Lot-Dance Association since 2015.
Garett is a Certified Financial PlannerTM (CFP®) professional and holds the Series 7 and 66 registrations, as well as a California insurance license.
CA Insurance License #0I84290
Resident State: CA
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