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Frank J. Colatruglio, CFA, CFP - Board Member

Frank J. Colatruglio, CFA, CFP

Managing Director – Investments

Colatruglio Wealth Management Group

of Wells Fargo Advisors

As a Senior Portfolio Manager with UBS, Mr. Colatruglio delivers a comprehensive approach to Wealth Management and Retirement Planning.  He designs customized solutions based upon client risk profiles and UBS Strategic Asset Allocation guidelines to provide attractive risk adjusted solutions to highly affluent families, business owners, institutions and executives in the agricultural and petroleum industries.  Frank has developed an active professional network within the legal and accounting communities to benefit mutual clients and works as a member of a coordinated team of professionals to design comprehensive solutions for client investment, financial planning and estate planning needs.

Mr. Colatruglio has been providing customized, comprehensive wealth management services for clients in the Bakersfield area for 30 years.  Prior to joining UBS, Frank was a Wealth Management Advisor and Portfolio Manager at Merrill Lynch focused on discretionary portfolio management and financial planning for affluent and high net worth individuals as well as third party trusts and pooled asset retirement plans.  Prior to this he was with Wells Fargo Investments for 9 years where he was a Financial Advisor providing assistance in Wealth Management and Financial Planning for retail and business banking Clients.

Frank has been active for years in various roles within the community, including serving as International Service Director and as a member of the Bakersfield East Rotary, as past President and a member of the Board of Directors of the Estate Planning Council of Bakersfield,  past Treasurer of the Petroleum Club of Bakersfield, past president of the Alzheimer’s Disease Association of Kern County, on the Board of Directors for the Distinguished Young Women of California, and on the Executive Advisory Council to the Dean of the School of Business and Public Administration at California State University, Bakersfield (CSUB).  In addition, Frank is an adjunct lecturer in Finance at CSUB

Frank graduated with honors from CSUB with a Bachelor’s degree in Business Administration/Finance and Psychology.  He has continued his education by obtaining the Chartered Financial Analyst (CFA) and the Certified Financial Planner (CFP) designations.  He is a member of the CFA Institute and the CFA Society of Los Angeles and is a former grader for the CFA examination program.  He holds the Series 7, 63 and 65 registrations as well as a California insurance license.

Frank is a member of Stockdale Country Club and resides in Bakersfield with his family and enjoys golf, music, reading and traveling during his free time.

Professional Experience

  • UBS Financial Services Inc.  – First Vice President – Wealth Management
    Bakersfield, CA  – October 2008  – Present
  • Merrill Lynch  – Vice President/Wealth Management Advisor
    Bakersfield, CA  – October 2003  – October 2008
  • Wells Fargo  – Vice President/Financial Advisor
    Bakersfield  – November 1994  – October 2003

 

Registered States:

CA, MT, NC, TN, UT