Colin B. Drake
MARIN FINANCIAL ADVISORS LLC | Principal
Larkspur, CA 94939
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CRD#: 4550311
Professional summary
Colin Breuvart Drake, CFP®, who also goes by Colin B Drake, is a registered financial advisor currently at MARIN FINANCIAL ADVISORS LLC located in Larkspur, California.
Colin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Colin has worked at 3 firms .
Biography
Colin joined Marin Financial Advisors on January 1, 2018 after running his own company, Drake Wealth Management, which offered comprehensive financial planning and evidence-based portfolio management since 2012. Colin’s financial planning career began over twenty years ago in New York City as a financial planner with Altfest & Co, a pioneering firm in wealth management. He later became lead financial planner and portfolio manager for a Marin County firm, Friedman & Associates, which became Private Ocean, one of Marin’s largest wealth management firms.
Colin graduated with honors from Middlebury College in Vermont with a degree in Psychology and is an advocate of lifelong learning. His studies included an emphasis on economics and statistics. He completed the Certified Financial Planner Education Program from the College for Financial Planning, obtaining the Certified Financial Planner (CFP®) designation in 2000. His continuing professional education includes receiving the Registered Life Planner (RLP®) designation through the Kinder Institute of Life Planning as well as completing Money Quotient’s Financial Life Planning Program. Additionally, he is a graduate of The Coaches Training Institute’s Co-Active® Coaching curriculum and their Leadership Program.
Colin is frequently quoted in media publications including The Wall Street Journal, Forbes, Money, Time, U.S. News & World Report, The Journal of Financial Planning, and Investment Advisor Magazine. He is an active member of the Financial Planning Association.
Colin lives in Sausalito, CA with his college sweetheart now wife, Rebecca. Their daughter is studying in France and son is now attending college in California.
Colin was raised between Laguna Beach, CA and Paris, France (mother was French) and has also lived in Santa Barbara, Los Angeles, New York and San Francisco. An avid traveler, he’s visited over 35 countries around the world. A passionate photographer, his work has appeared in galleries and in print. A dedicated surfer, he frequents the swells of Ocean Beach. A life-long musician, he’s played drums in bands most of his life and also composes music. Colin loves endurance sports challenges as well as adventure sports like paragliding. A nature lover, he frequently enjoys Marin’s gorgeous trails, Tahoe’s slopes and Yosemite’s vistas. He also loves to fly-fish, paddleboard and wing-surf.
Question & Answer
Do you have an area of expertise or specialization?
Budget & Debt Management
Comprehensive Financial Planni...
401(k)/403(b)/IRAs
Charitable & Planned Giving
Asset Allocation
Estate Planning
Investment Management
Mutual Funds
Insurance
Life Planning
Retirement
Long-term Care
Sudden Wealth
Women's Finances
Are you a "fiduciary"?
Yes
Aliases
Colin B Drake
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Colin Breuvart Drake's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
February 1, 2018 - Present
MARIN FINANCIAL ADVISORS LLC
Office #1: 80 East Sir Francis Drake Blvd Suite 1a, Larkspur, CA 94939RIA
CRD#: 135872
Larkspur, CA
Past
April 24, 2012 - March 22, 2018
DRAKE WEALTH MANAGEMENT
RIA
CRD#: 160813
SAUSALITO, CA
Past
August 20, 2002 - December 31, 2008
FRIEDMAN & ASSOCIATES
RIA
CRD#: 106194
NOVATO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MARIN FINANCIAL ADVISORS LLC
MARIN FINANCIAL ADVISORS LLC
CRD#: 135872 / SEC#: 801-65355
RIA
Registered Investment Advisory firm - (1/23/2006 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(2/1/2018)
Exams
Current Firm
MF
MARIN FINANCIAL ADVISORS LLC
MARIN FINANCIAL ADVISORS LLC
CRD#: 135872 / SEC#: 801-65355
RIA
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Contact information
Main Address
80 East Sir Francis Drake Blvd Suite 1a, Larkspur, CA 94939
Mailing Address
Phone number
(415) 925-1212
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 524 |
| AUM (Assets Under Management) | $ 487,673,438 |
Red Flags
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Company Information
MARIN FINANCIAL ADVISORS LLC
PrincipalCRD#: 135872Larkspur, CA 94939TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
