Michael Colgan
Financial Planner,
My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business
Languages spoken by this financial professional: English
The Difference Financial Planning Can Make
Michael Colgan
Financial Planner
About Michael Colgan
About Michael Colgan
Creating a path to a successful financial future can be confusing. All of your financial needs are part of a large, interrelated picture. Are you confident in the direction you're heading?
I'm Most Proud Of: Helping my clients weave their way through life's financial challenges and responsibilities by listening to what and who are paramount in their lives.
Solutions
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Planning-for-Small-Business
As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.
Exploring Financial Strategies
We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.
Protecting Your Family and Greatest Assets
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.
Experience
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Financial Planner
Prudential
December 2000 - Present | Brea and Irvine, California
Took on financial planning role with my clients helping them by creating a path to a successful financial future.
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Financial Advisor
Prudential
December 1988 - December 2000 | Brea, California
Took on role of financial advisor, helping my clients with their investment and insurance needs.
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Sales Manager
Prudential
May 1987 - December 1988 | Brea, California
As a Sales Manager, managed 7 financial advisors, 2 of which ranked in the top 10% of the company.
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Financial Professional
Prudential
March 1985 - May 1987 | Eugene, Oregon
Newly graduated with a B.A. in Economics from the University of Notre Dame, started my career with Prudential helping families with their investments and insurance needs.
The Prudential Difference
Get an Auto or Home Quote
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- Property & Casualty: AZ, CA, NV, OR, TX, WA
- Variable Annuities: AZ, CA, CO, HI, ID, NV, OR, PA, TN, TX, WA
- Securities License: AZ, CA, CO, FL, HI, ID, IN, MI, MT, NV, OR, PA, TX, WA
- Variable Life Insurance: AZ, CO, HI, ID, NV, OR, PA, TN, WA(CA License #0728939)( TX License #914183)
- Fixed Annuities: AZ, CO, HI, ID, KS, NV, OR, PA, TN, WA(CA License #0728939)( TX License #914183)
- Life Insurance: AZ, CO, HI, ID, KS, NV, OR, PA, TN, WA(CA License #0728939)( TX License #914183)
Michael Colgan offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Michael Colgan offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255 For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
Check the background of this investment professional on FINRA’s BrokerCheck.