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Colin  Johannessen

Colin Johannessen

Financial Professional

Colin is a Financial Professional at Oak Capital Management, LLC. With the goal of helping his clients take control of their futures, he assists in developing client's comprehensive financial plans and annual plan reviews. This includes evaluating client's current financial position and recommending strategies for asset management and risk management. Colin builds strong, lasting relationships with our clients through regular meetings where he reviews client's progress toward meeting their financial goals. He focuses on clarifying our client's financial status and educating them on portfolio strategies and current market situations.

Whether working with individual or corporate clients, Colin works closely with his team at Oak Capital Management, LLC to make sure that all of the details of our clients’ needs are carried out and implemented. By utilizing a team approach, you can be assured that someone is always available to assist you with your needs. In addition, he will periodically touch base with you to make sure his service is not only meeting your expectations but exceeding them!

Colin graduated from the Bentley University with his Bachelor's degree in Finance. He is currently holds Series 7, 63, & 65 registrations.

Outside of work, Colin enjoys golf, traveling, cars, and spending time with his girlfriend of five years, Meagan.

 

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.