Broker Check
Colin Bosak

Colin Bosak

Financial Advisor

Professional Experience 

Colin is a graduate of St. Johns University where he studied Biology and Chemistry while playing division one athletics. Following St. Johns, Colin continued his collegiate career at Monmouth University while engaging in Astrophysics research. Colin has worked in financial services, aerospace companies, and clinical research settings, all of which provide a vast amount of analytical analysis.

Colin has lived in South Florida since 2019 and has dreams of purchasing a home with a large yard for his two golden retrievers.


General Securities Representative - Series 7
Investment Advisor Representative - Series 66
Life, Health and Variable Annuity Insurance Agent
Bachelors of Science – Biology and Chemistry – St. Johns University

Professional Services


Business Succession Strategies
Business Valuation Analysis
Buy/Sell Agreements and Funding Strategies
Executive Compensation and Incentive Plans
Key Employee Protection and Retention Strategies
Employee Benefits
Business Retirement Plans


Family Protection Strategies
Risk Management
Financial Planning
Retirement Plans
Investment Strategies and Wealth Management
Education Funding
Estate Planning
Charitable and Gifting Strategies