Colten Franco, ChFC, CFP, APMA

My mission is to help individuals and families simplify and optimize their financial lives. As a CERTIFIED FINANCIAL PLANNER™ professional, I hold multiple advanced designations, including ChFC®, APMA®, and AWMA®. I offer deep expertise across comprehensive planning, portfolio management, and wealth management. I earned both a bachelor’s degree in Finance and a master’s in Personal Financial Planning. My approach is hands-on and client-centered. My goal is to build long-term relationships through gaining trust, being transparent, and achieving real results. As your advisor, I will: • Always act in your best interest • Serve as your go-to financial partner • Clarify and organize your financial picture • Help you define goals and build a tailored plan • Provide regular reviews and hands-on guidance as life evolves • Offer straightforward advice rooted in technical knowledge and practical solutions Both my wife and I were born and raised in Southern California. We love spending time at the beach and cheering on our college team. Go Frogs!