Colton Punches is a professional paraplanner who is dedicated to providing personalized and comprehensive financial services to those seeking to build, preserve, and distribute their wealth.
A native of San Diego and graduate of San Diego State University, Colton was active in multiple organizations at the university. In addition to belonging to the Trading and Investing Club, Finance Society, and Cryptocurrency Club, he served as the Vice President of the Kappa Alpha Order. With a background in finance and a commitment to helping clients realize and reach their financial goals, Colton is the perfect partner for your financial management needs.
Colton possesses all essential licenses, including his Life, Health, and Disability license in addition to his Series 7 and Series 66 certifications, making him well-suited to provide tailored services for both individuals and businesses. He enjoys playing the guitar, hanging out with good friends, participating in sports like golf and staying active.