As a Registered Professional at Pine Harbor Advisors, Colby Perigo helps clients build confidence in their financial journey by assisting with personalized investment management services. Colby focuses on conducting in-depth investment research and ensuring each client’s goals remain aligned with their portfolio. Colby values being both a guide and a resource, offering clarity at every stage of the process.
Colby began his career in financial services at Fidelity Investments, where he worked with a broad range of workplace retirement plans. He later joined a small wealth management firm in New Hampshire, gaining hands-on experience in retirement-focused financial planning before joining the Pine Harbor team. Colby is a Certified Financial Planner® professional and holds his Series 7 and 66 registrations, SIE, and Maine Life Insurance license. He earned his bachelor’s degree in Kinesiology with a minor in Business Administration from the University of Maine, his MBA from Husson University, and completed his financial planning certificate from Bryant University.
What Colby enjoys most about his role is the opportunity to merge research and planning to make a meaningful difference in clients’ lives. He is passionate about analyzing markets, identifying opportunities, and helping clients put strategies into action.
A native of Sanford, Maine, Colby enjoys weightlifting, watching football, and spending time with friends at the lake or beach.
Registered Administrative Assistant of Cetera Advisors LLC, member FINRA/SIPC.