Colleen Galushko, Partner at Moneco Advisors Hamden, CT

Colleen Galushko

Partner
Get to Know Colleen…
Favorite part about working at Moneco:
I love being surrounded by some of the best minds in the industry who have diverse experience and truly care about helping people.
What I enjoy most about what I do:
I love getting to know my clients and building lasting relationships with them.

Favorites

Quotation: “Do not go where the path may lead, go instead where there is no path and leave a trail” – Ralph Waldo Emerson
Vacation Destination: Block Island
TV Show or Movie: I Love Lucy is an all time favorite, but Breaking Bad & Ozarks are recent favorites
Band or Music: Foo Fighters, Rock
Sports Teams: Yankees

Colleen specializes in the care of women and families who are in transition from a recent divorce or other life changing event. Certain events in life come on unexpectedly and at times, can place a tremendous amount of stress on one’s finances. Over the years she has worked diligently to listen and learn how to take these situations and the unanswered questions that accompany them and put a financial plan in place to help individuals and families get back on track, despite the situation. She has devoted her practice to planning, educating, and providing personalized strategies to clients’ unique goals and objectives.

Experience:
Colleen joined Moneco in the Spring of 2019. She has been a financial planner with LPL Financial since 2005 and has extensive experience in the financial services industry dating back to 1983. A stepping stone in Colleen’s early career was being selected for an acclaimed leadership-business management program when working at BankBoston.
Education & Certifications:
She is registered as an investment advisor representative and holds the Series 7 and 63 with LPL and the 65 securities license with Moneco Advisors, as well as insurance licenses in many states. Colleen received a Bachelor of Science degree in Finance with high honors from Post University. She also completed the Certified Financial Planning Program at Fairfield University.
Personal:
Colleen resides in Wallingford with her husband Gary and their twin daughters Izzie and Ela. Colleen also served for several years as President of the Board for the Wallingford Symphony Orchestra. She has been an active member of the Elite Connections Networking Group since 2017. When she’s not helping clients or volunteering, Colleen enjoys cheering on her daughters from the sidelines of their games, walking the family dog, Hans, and spending time with family and friends.

Moneco Featured Insights