Terry Colen, CRPC®
Wealth Manager
Terry, a gifted communicator and experienced advisor, started his financial services career in 1988. He is dedicated to helping clients work towards their financial goals while incorporating a positive attitude and humor to clearly explain complicated
issues. Being an independent advisor is especially important to Terry as it enables him to focus on his client’s needs instead of just selling products. Prior to joining Blackbridge Financial in 2015, Terry was recognized for excellence and received several awards from his former broker-dealer as a leading performer in his field. He was also a member of their Senior Advisor Leadership team.
Terry takes great pride in ‘helping Main Street and Wall Street come together’ and has accomplished this initiative through providing personalized service and financial education to his local community. He has dedicated the past 29 years to helping his clients understand and navigate the world of personal finance and wealth management. Originally from Palos Verdes Estates, California, Terry has been a Charlotte resident for the past 17 years. Outside of work, he enjoys surfing,
spear-fishing, snorkeling, and traveling with his wife, Elizabeth.
Affiliations:
Charlotte Chamber Member
Business Recognition:
Published author *Pride Magazine and Credit Union Times
Experienced In:
Communications, Public Speaking, Employee Benefits, Social Security,
Medicare Retirement Planning. Comprehensive Financial Planning. Long Term
Care Insurance
Niche Market:
Engineers, Duke Energy employees, Retirement-Aged Clients
Education:
California State Long Beach. 1985: Dual Major: Finance, Marketing
Licenses:
Series 6: Investment Company/ Variable Contracts
Series 7:General Securities Registered Representative
Series 63:Uniform Securities State Agent
Series 66: Uniform Combined State Agent
CRPC®: Chartered Retirement Planning Counselor
Securities Registration States: AL, CA, FL, GA, HI, MD, NY, NC, OH, SC, TX, VA
Insurance Registration States: NC, SC
