SignatureFD

Advisor Spotlight: Colin Sturgis, CFP®

Colin Sturgis

Helping Families Grow, Protect, Give, and Live with Purpose

At SignatureFD, we pride ourselves on having a team of dedicated professionals who work to understand the intricacies of financial planning and connect deeply with the people they serve. One of these outstanding advisors is Colin Sturgis, a CFP® with over twenty years of experience. Colin’s journey into financial advising started early, fueled by a passion for finance and a desire to help people achieve their goals. Over the years, he’s refined his approach, striking a balance between the science of finance and the art of personal connection.

“I’ve always had an interest in finance, even as a kid,” Colin reflects. “When you combine that with a desire to help others, becoming a financial advisor just made sense.” He notes that while technical expertise is important, connecting with clients on a personal level is essential. Colin has learned that no two clients are the same, and meeting their unique needs goes beyond what textbooks can teach.

One memorable moment from his time at SignatureFD was helping multiple generations of a family navigate estate and charitable planning. “It was rewarding to witness the legacy a family had built and how they were planning for both their children and the charitable causes they care about,” Colin says. His ability to guide families through such significant conversations highlights his empathy and insight – a true reflection of his commitment to helping clients grow their wealth and align it with their values.

Colin attributes much of his success to what he considers his specialty: emotional intelligence (EQ). He believes that his ability to connect with clients on a deeper level allows him to discern what’s most important to them, financially and personally. “I want what’s best for my clients in every aspect of their lives,” he says, emphasizing that financial advising is not just about numbers, but also about understanding the human side of wealth management.

When it comes to financial advice, one piece Colin finds himself repeating is the importance of maintaining a strong savings rate. “It’s the biggest driver of financial success,” he notes. “I’d rather see someone with a great savings rate and mediocre investment returns than someone with poor savings habits and high returns.” This pragmatic approach helps clients focus on what truly matters for long-term stability.

Outside the office, Colin is a devoted family man, spending most of his time with his kids—often driving them to and from their activities. “It’s hectic, but I love it,” he says, adding that the chaos of family life is something he cherishes. Travel is another passion, though the itineraries have evolved as his family has grown.

As for the future of the financial industry, Colin is excited about the growing emphasis on transparency and consumer-friendly options. “It’s been a slow process, but I’m optimistic that the quality of services and resources available to clients will only get better.” His forward-thinking approach helps ensure that his clients will benefit from the latest industry developments.

At SignatureFD, Colin’s work aligns seamlessly with our Net Worthwhile® philosophy – helping clients grow and protect their wealth and give and live meaningfully. Whether it’s through estate planning or helping a family create a legacy, Colin’s dedication to his clients is a shining example of our mission to help people lead purposeful lives.

Ready to work with someone who strives to truly understand your personal and financial goals? Reach out to Colin Sturgis at colin.sturgis@signaturefd.com or by phone at 404-573-4988 to see how he can help you on your journey toward Net Worthwhile®.

 

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