Contact Detail

KARL E. COLYER, CFP®, CLU, CHFC

Phone: 814 466 6295
Fax: 814 466 6828
Email: kcolyer@financialguide.com

PROFESSIONAL SPECIALTIES
Retirement Plans
Asset Management Strategies
Estate Planning
Long-Term Care Insurance
Life Insurance and Annuities
Investments

QUALIFICATIONS
29 years with Wienken & Associates/uFinancial Group
Certified Financial Planner™ Practitioner since 1987
Admitted to the Registry of CFP Licensed Practitioners in 1989
Approved by the PA State Board of Accountancy in 2009 to provide CPE courses for CPA`s
Penn State graduate

PERSONAL
Past Board Chair of the Centre County Youth Service Bureau
National Ski Patrol volunteer
Hobbies include golf, fishing, skiing, and flying