The Financial Realities of Elder Care & Long-Term Care Insurance
Director, Financial Planning
Colin Nass is Director of Financial Planning with over 25 years of experience. He brings a broad range of financial planning and investment experience to MMBB.
Prior to joining MMBB, he worked for Lenox Advisors providing financial planning to the firm’s high net worth clients. Colin has also worked for Deutsche Bank AG as a Director of Financial Sales and with Merrill Lynch in New York and Hong Kong. While working for Merrill Lynch, he was FINRA registered, passing the Series 3, 7, 8, and 63 exams. He has also passed the New York State Life and Health Insurance exam.
Colin earned his B.S. in Optics from the University of Rochester and Master of International Management degree from Baylor University in Texas. He earned his CFP® in 2005 and later earned the Retirement Income Certified Professional® and the Accredited Estate Planner® designations.
Translations of any materials into languages other than English are intended solely as a convenience to the non-English-reading public. We have attempted to provide an accurate translation of the original material in English, but due to the nuances in translating to a foreign language, slight differences may exist.
Las traducciones de cualquier material a idiomas que no sean el inglés son para la conveniencia de aquellos que no leen inglés. Hemos intentado proporcionar una traducción precisa del material original en inglés, pero debido a las diferencias de la traducción a un idioma extranjero, pueden existir ligeras diferencias.
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