Gina Coletti CTFA

Senior Advisor

About Gina

Full Bio

What do you like most about being part of O'Brien?

The collaborative and inclusive team of professionals I get to work with every day. My co-workers are supportive and have created a wonderful working environment. Our team works seamlessly together to provide the best quality of service to our clients.

Can you share one secret to success that has been helpful to you in your career?

No matter what your job is, make yourself indispensable. My mother taught me this lesson, and I live by it.

If wealth management were an ocean, what kind of creature would you be?

I would be a dolphin. They are smart, friendly, and versatile. They, like I, thrive in all different types of environments, change their speed based on their needs and surroundings, and are one of the most vocal ocean creatures.

What would your co-workers say is your superpower?

Care. I truly care about my co-workers and clients. I am invested in the success of those around me and dedicated to providing support and encouragement. My care for my clients shines through as I thoughtfully customize their financial strategies based on what matters most to them.

You're a new addition to the crayon box, what color would you be?

Esteban the Magnificent (formerly known as Pea Green), from my favorite children’s book, “The Day the Crayons Came Home.” Pea Green decided no one liked his name, so he reinvented himself as Esteban the Magnificent and left to explore the world. I, like Esteban the Magnificent, am dedicated to happiness and exploration.

Full Bio

Gina joined O’Brien Wealth Partners in March 2021.  Gina is a Certified Trust and Financial Advisor and a member of the O’Brien Investment Committee.  She helps clients achieve their financial goals through personalized financial plans, diversified investment strategies, and tax-efficient trust and estate planning.  Previously, Gina worked as a Trust Advisor at Choate, Hall & Stewart and Northern Trust.

Gina graduated from the University of South Florida with a BS in Criminology.  She is the Board Chairman for the Boston-based nonprofit, MEDIAGIRLS, and also sits on their Governance Committee.  Gina is an avid runner and lives in Canton with her husband and three daughters.

Want to Talk? 617-547-6717