G. Tate Groome, CFP®, CLU®, AEP®
Co-CEO
Tate joined Colton Groome & Company in 2003. A Certified Financial Planner®, Chartered Life Underwriter™, and Accredited Estate Planner® designee, Tate has more than fifteen years’ experience providing trusted life, disability and long term care insurance solutions to individuals, businesses, trustees, and advisors. Tate’s passion for life insurance manifests itself in his first authored book, “The Best Policy” which combines the personal, loving element behind each insurance policy with effective methods to monitor and manage the policy.
Tate was named by LifeHealthPro as one of the “Top 20 Most Creative People in Insurance” for 2015 and was a recipient of the North Carolina Volunteer Award chosen by the governor of North Carolina. He was most recently named by Forbes in 2021 as one of the nation’s Top Financial Security Professionals.
An Asheville High School and UNC-Chapel Hill graduate, Tate is a true Asheville native. He earned a Bachelor of Arts degree in Communication Studies and Spanish from UNC Chapel Hill in 2001. Prior to joining Colton Groome & Company, Tate taught elementary education for at-risk youth and coached basketball. Tate continues to coach basketball today, is a past member of the Top of the Table and Million Dollar Roundtable®; and has served on numerous community Boards.
He loves spending time hiking and traveling with his wife Anna and his three amazing children: Davis, Lillian and Evan.
G. Tate Groome,
CFP®, CLU®, AEP®
Co-CEO
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Colton Groome Financial
1127-B Hendersonville Rd.
Asheville, NC 28803
Tel - (828) 252-1816
Fax - (828) 254-5895
info@coltongroome.com
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™, in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
This testimonial was provided by current client. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
Fee-based Financial Planning and Asset Management Services offered through Colton Groome Financial Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome Financial, and Colton Groome Financial Advisors, LLC are separate entities from Valmark Securities, Inc.
Colton Groome Financial Advisors, LLC is a Registered Investment Advisor (RIA). Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This material is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results. Colton Groome Financial Advisors, LLC has exercised reasonable professional care and diligence in the collection, analysis, and reporting of this information but has not independently verified, validated, or audited the data. Colton Groome Financial Advisors, LLC makes no representations or warranties with respect to the accuracy of the information, nor whether it is suitable for the purposes to which it is put by users. Colton Groome Financial Advisors, LLC and its subsidiaries shall not be liable to any user of this report or to any other person or entity for any inaccuracy of this information or any errors or omissions in its content, regardless of the cause of such inaccuracy, error or omission. Furthermore, in no event shall Colton Groome Financial Advisors, LLC be liable for consequential, incidental or punitive damages to any person or entity for any matter relating to this information.
