Colin’s Approach
Colin T. Malec
CFP®
Financial Advisor
Overview
Colin Malec is a financial advisor in our Lincolnshire, Illinois, and Chicago Loop offices, where he focuses on helping individuals and families build personalized wealth management and financial planning strategies. A CERTIFIED FINANCIAL PLANNER® professional, he partners closely with clients to align investments, tax strategies, and long-term planning with their goals.
Colin provides coordinated advice that helps clients navigate complex financial decisions and supports disciplined investing across market cycles. His approach centers on clear communication, practical guidance, and long-term planning tailored to retirement readiness, risk management, and cash flow needs. He values long-term relationships and strives to create an experience where clients feel informed and supported as they plan for the future.
He began his career with Savant as an intern in 2023 and returned full-time in 2024 after earning a bachelor’s degree in finance from the University of Notre Dame.
Active in the community, Colin serves on the young executive board for the Illinois Junior Golf Association, supporting initiatives that expand access to youth golf and leadership development opportunities. He lives in downtown Chicago and often spends time at Wrigley Field, on the golf course, or traveling with family and friends.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Education
- University of Notre Dame
Bachelor of Business Administration in Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- Illinois Junior Golf Association – young executive board member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.