Colin B. Drake, CFP®
Managing DirectorColin began his financial planning career over 30 years ago in New York City with Altfest & Co., a pioneering wealth management firm. He later became lead financial planner and portfolio manager at Friedman & Associates in Marin County which evolved into Private Ocean, one of the region’s largest wealth management firms that later became part of Wealthspire.
In 2018, Colin acquired Marin Financial Advisors after founding Drake Wealth Management in 2012, where he focused on comprehensive financial planning and evidence-based portfolio management. In a full-circle moment, Wealthspire acquired Marin Financial Advisors in 2025, reuniting Colin with former colleagues.
Colin graduated with honors from Middlebury College with a degree in psychology and coursework in economics and statistics. He earned the Certified Financial Planner® (CFP®) designation in 2000 and has continued to deepen his expertise through the Registered Life Planner® (RLP®) designation, Money Quotient’s Financial Life Planning Program, and advanced training through the Co-Active® Coaching and Leadership programs.
He has been quoted in publications including The Wall Street Journal, Forbes, Money, Time, U.S. News & World Report, The Journal of Financial Planning, and Investment Advisor Magazine, and is a member of the Financial Planning Association.
Colin lives in San Rafael, California with his wife, Rebecca. Their daughter studies in France, and their son attends college in California.
Colin was raised between Laguna Beach, CA and Paris, France (mother was French) and has also lived in Santa Barbara, Los Angeles, New York, and San Francisco. An avid traveler, he’s visited over 35 countries around the world. A passionate photographer, his work has appeared in galleries and in print. A dedicated surfer, he frequents the swells of Ocean Beach. A life-long musician, he’s played drums in bands most of his life and composes music. Colin loves endurance sports challenges as well as adventure sports like paragliding. A nature lover, he frequently enjoys Marin’s gorgeous trails, Tahoe’s slopes, and Yosemite’s vistas. He also loves to fly-fish, paddleboard, wing-foil, boat, and motorcycle.
Previous Experience
- Principal at Marin Financial Advisors
- Principal and Founder of Drake Wealth Management
- Lead Advisor at Private Ocean Wealth Management
- Financial Planner at Altfest Personal Wealth Management
Education & Credentials
- BA, Middlebury College, Pscyhology
- Certified Financial Planner®
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
