Colleen Farley, CFP, CLTC, LTCP, is the Vice President of Legatus Wealth. Responsible for overseeing business operations and working with clients to develop wealth management strategies, Colleen is a well-credentialed, award-winning professional with over 10 years of experience in financial services.
After earning her Bachelors of Science in Business Administration from the University of Houston, she obtained her CERTIFIED FINANCIAL PLANNERTM professional, Certification for Long-Term Care (CLTC), and Long-Term Care Professional (LTCP) designation. Colleen’s professionalism, dedication and service earned her the 5 Star Wealth Manager award from 2014 to 2019*. As someone who specializes in working with families and business owners to achieve successful investment outcomes, Colleen’s greatest joy in life is helping clients reach their goals.
Originally from Pittsfield, MA, Colleen lives in Smithfield, RI with her husband, Jeff. She enjoys spending time with her son, Nick, daughter, Courtney and granddaughter, Gia. When she isn’t at the office or home with family, Colleen likes to travel, hike, bike and kayak. She is personally passionate about financial literacy and long-term care planning for women.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of five years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 568 Rhode Island wealth managers were considered for the award; 131 (23% percent of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year.) These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.