Kent Colwell, CPFA®, AIF®, CRPS®
Director, 401(k) Plan Sponsor Adviser
Kent has been serving financial clients for over 30 years. His first 15 years were with Charles Schwab where he coached people transitioning from using banking products to investing in mutual funds, and helping them develop a prudent plan to meet their financial dreams. For the past 15+ years, Kent has worked exclusively with employer sponsored retirement plans, such as 401(k), helping employers design efficient and cost-effective retirement plans, while helping them meet their fiduciary responsibilities per ERISA. He also has a passion for helping employees understand the benefits of their workplace retirement plan and getting them started on the right track.
Kent maintains the Chartered Retirement Plans Specialist℠ (CRPS®) credential, which focuses on designing, installing, and advising company retirement plans. Also, the Certified Plan Fiduciary Advisor (CPFA) credential, which centers on helping plan fiduciaries manage their roles and responsibilities. As well as the Accredited Investment Fiduciary®(AIF®) credential, which concentrates on Prudent Practices for investment advisors and stewards.
In his free time, Kent enjoys anything with wheels and spending time with his family exploring the great outdoors.
Carlsbad, CA (760) 707-5555
Murrieta, CA (951) 290-5020
Scottsdale, AZ (480) 998-2995
Big Pine Key, FL (305) 853-5899
Fort Worth, TX (888) 401-2083
La Jolla, CA (888) 401-2083