Episode 005 Colin Exelby - The Grow Your Business and Grow Your Wealth podcast with Gary Heldt

Colin Exelby

– The Grow Your Business and Grow Your Wealth podcast with Gary Heldt Episode 005 Colin Exelby
Colin Exelby is the President and founder of Celestial Wealth Management in Baltimore, MD. With over sixteen years’ experience assessing complex financial situations, Colin is a Certified Finacial Planner™ (CFP®) Professional providing comprehensive advice on how to structure and diversify client holdings, manage risk, help assess tax situations, and optimize charitable giving.  His passion is investing. When he began his career as a financial advisor back in 2000 it was the middle of the technology bubble. Much of what he studied was put to the test immediately. It was at that point, Colin realized his calling. He enjoys helping individuals discover and pursue their financial goals over the course of their lives.
He earned his Bachelor of Science Degree in Business Administration, with a major in finance and minor in economics from the Frank Perdue School of Business. He was inducted into to the National Leadership Society, Omicron Delta Kappa his senior year.
Immediately following graduation, Colin accepted a position as a financial advisor at Morgan Stanley in Baltimore, Maryland where he practiced wealth management for nine years. In 2009, he decided to take the next step in his career by starting his own firm Celestial Wealth Management, LLC.
Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Colin Exelby about financial planning and being a Certified Financial Planner™.
Here are some of the beneficial topics covered on this week’s show:
●    How dealing with people’s businesses and money is a highly emotional task.
●    Why CFPs are held to a higher standard than insurance agents and brokers.
●    How it’s important to have an adaptable business if the economy changes.
●    Why you should go back and list the three worst financial decisions you made.
●    How you need to be able to navigate the downside of your business for success.

Connect with Colin:
Links Mentioned:
celestialwealthmanagement.com/bizowner
seetheforestthroughthetrees.com


Guest Contact Info:
Facebook
facebook.com/CelestialWealthMgmt
LinkedIn
linkedin.com/in/towsonfinancialadvisor
YouTube
youtube.com/user/CelestialWealthMgmt

Connect with Gary:

Website
sbadvisors.cc/
Facebook
facebook.com/SmallBusinessAdvisors
LinkedIn
linkedin.com/in/gary-d-heldt-jr-388a051/
Learn more about your ad choices. Visit megaphone.fm/adchoices

Colin Exelby

– The Grow Your Business and Grow Your Wealth podcast with Gary Heldt Episode 005 Colin Exelby

Colin Exelby is the President and founder of Celestial Wealth Management in Baltimore, MD. With over sixteen years’ experience assessing complex financial situations, Colin is a Certified Finacial Planner™ (CFP®) Professional providing comprehensive advice on how to structure and diversify client holdings, manage risk, help assess tax situations, and optimize charitable giving.  His passion is investing. When he began his career as a financial advisor back in 2000 it was the middle of the technology bubble. Much of what he studied was put to the test immediately. It was at that point, Colin realized his calling. He enjoys helping individuals discover and pursue their financial goals over the course of their lives.

He earned his Bachelor of Science Degree in Business Administration, with a major in finance and minor in economics from the Frank Perdue School of Business. He was inducted into to the National Leadership Society, Omicron Delta Kappa his senior year.

Immediately following graduation, Colin accepted a position as a financial advisor at Morgan Stanley in Baltimore, Maryland where he practiced wealth management for nine years. In 2009, he decided to take the next step in his career by starting his own firm Celestial Wealth Management, LLC.

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Colin Exelby about financial planning and being a Certified Financial Planner™.

Here are some of the beneficial topics covered on this week’s show:

●    How dealing with people’s businesses and money is a highly emotional task.

●    Why CFPs are held to a higher standard than insurance agents and brokers.

●    How it’s important to have an adaptable business if the economy changes.

●    Why you should go back and list the three worst financial decisions you made.

●    How you need to be able to navigate the downside of your business for success.

Connect with Colin:

Links Mentioned:

celestialwealthmanagement.com/bizowner

seetheforestthroughthetrees.com

Guest Contact Info:

Facebook

facebook.com/CelestialWealthMgmt

LinkedIn

linkedin.com/in/towsonfinancialadvisor

YouTube

youtube.com/user/CelestialWealthMgmt

Connect with Gary:

Website

sbadvisors.cc/

Facebook

facebook.com/SmallBusinessAdvisors

LinkedIn

linkedin.com/in/gary-d-heldt-jr-388a051/

Learn more about your ad choices. Visit megaphone.fm/adchoices