Skip to main content
Bio
Contact

FINANCIAL ADVISOR

Colin McCoy

CO License No. 19232
CA License No. 0E63693
CFP®, CLU®

Colin is a Financial Advisor with Tax & Financial Group. He has served in the financial services arena since 1991. When he works with clients, his goal is to help his clients see the opportunities that exist and grow and protect their assets. Colin specializes in helping his clients retire and maintain their current standard of living.

Colin is a graduate of Colorado State University. He continued his professional development by earning the industry designations of Certified Financial Planner (CFP®), and Charter Life Underwriter (CLU®). His philosophy is to educate his clients about their options so that they can take an active role in the financial process.

Colin and his wife, Elodie, live in Highlands Ranch with their children, Max, Alex, and Melanie. Colin enjoys golf, tennis, skiing, racquetball and family activities.

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera.

FINANCIAL ADVISOR

Colin McCoy

CA License No. 0D49598
CFP®, CFPA®

Colin is a Financial Advisor with Tax & Financial Group. He has served in the financial services arena since 1991. When he works with clients, his goal is to help his clients see the opportunities that exist and grow and protect their assets. Colin specializes in helping his clients retire and maintain their current standard of living.

Colin is a graduate of Colorado State University. He continued his professional development by earning the industry designations of Certified Financial Planner (CFP®), and Charter Life Underwriter (CLU®). His philosophy is to educate his clients about their options so that they can take an active role in the financial process.

Colin and his wife, Elodie, live in Highlands Ranch with their children, Max, Alex, and Melanie. Colin enjoys golf, tennis, skiing, racquetball and family activities.

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera.

Contact

Email: colin.mccoy@tfgroup.com

Phone: (303) 220-3227

Schedule A Call

Make a Life

With Us.

Our advisor’s commitment to developing your financial
strategy is at the forefront of everything we do.

Contact Us

Make a Life

With Us.

Our advisor’s commitment to developing
your financial strategy is at the forefront of everything we do.

Contact Us
Who We Are

About

Advisors

Executive Committee & Specialists

News & Awards

Locations

What We Do

Our Services

Financial Planning

Investment Management

Business Planning

Insurances Services

Who We Serve

Business Owners

Executives

Individuals & Families

Professionals

Resources

Insights

Events

Client Access

Careers

The TFG Advantage

Become A Financial Professional

Transition Your Practice

Our Culture

© 2023 Tax & Financial Group All Rights Reserved

Privacy Policy

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity