Colin Olsen , CFP®, CFA

Colin is a Wealth Advisor in the Boston office. He is a member of the Wealth Management team, where he partners with clients to put their goals at the center of every decision he makes. He begins each relationship by building a financial plan tailored to a client’s unique circumstances and aspirations, then uses that plan to guide a thoughtful, personalized investment strategy—always mindful of any tax considerations that can meaningfully impact long-term outcomes. What drives him most is a genuine commitment to his clients’ long-term success and peace of mind.

Prior to joining Cerity Partners, Colin held positions with BNY Mellon Asset Management, Wellington Management, and Gray Private Wealth. Colin holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations, underscoring his commitment to lifelong learning and client success.

Outside of work, Colin enjoys traveling with his wife Kirsten, playing golf, exploring new restaurants, and spending time with friends and family.

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