Wealth Management Assistant
Collier Wakefield
Collier Wakefield recently joined the Hosler Wealth Management team in Scottsdale. He is a committed professional who is passionate about helping clients achieve their financial goals. Collier, who hails from Yucaipa, California, is the youngest of five children. He began his personal and professional growth journey early in life and achieved the prestigious Eagle Scout rank, showcasing his commitment and leadership skills.
Collier earned a dual bachelor’s degree in finance and entrepreneurship from California State University. Throughout college, he held several leadership positions, including President of the Financial Management Association, Treasurer and Founder of Pi Kappa Alpha, and Student Government Board Member. These roles demonstrate his strong leadership skills and commitment to building a solid community.
After college, Collier’s career took off when he joined Vanguard in Scottsdale, Arizona, where he earned his SIE, Series 7, and Series 63 certifications. He advised clients on account management, investment education, and trade execution. His talent and drive soon led him to the burgeoning cryptocurrency sector, where he joined eToro. At eToro, Collier excelled in client interactions and was promoted to Operations Analyst. In this role, he created and refined processes for the company, showcasing his adaptability and success in different financial sectors.
Collier’s dedication to financial empowerment has brought him to Hosler Wealth Management. Here, he combines his experience and passion for financial education to help clients pursue their financial dreams.
Outside of his professional life, he is an avid sports enthusiast, passionate about golf, pickleball, and hiking. Collier values spending time with his girlfriend and their beloved golden retriever, Trevor.
In addition, Collier loves discovering new culinary delights and frequently visits some of his favorite restaurants, including Toca Madera, EVO, Postino, and Buck & Rider.
Talk With Collier
Collier Wakefield
Wealth Management Assistant
Collier Wakefield recently joined the Hosler Wealth Management team in Scottsdale. He is a committed professional passionate about helping clients achieve their financial goals. Collier, who hails from Yucaipa, California, is the youngest of five children. He began his personal and professional growth journey early in life and achieved the prestigious Eagle Scout rank, showcasing his commitment and leadership skills.
Collier earned a dual bachelor’s degree in finance and entrepreneurship from California State University. Throughout college, he held several leadership positions, including President of the Financial Management Association, Treasurer and Founder of Pi Kappa Alpha, and Student Government Board Member. These roles demonstrate his strong leadership skills and commitment to building a solid community.
After college, Collier’s career took off when he joined Vanguard in Scottsdale, Arizona where he earned his SIE, Series 7, and Series 63 certifications. He advised clients on account management, investment education, and trade execution. His talent and drive soon led him to the burgeoning cryptocurrency sector, where he joined eToro. At eToro, Collier excelled in client interactions and was promoted to Operations Analyst. In this role, he created and refined processes for the company, showcasing his adaptability and success in different financial sectors.
Collier’s dedication to financial empowerment has brought him to Hosler Wealth Management. Here, he combines his experience and passion for financial education to help clients pursue their financial dreams.
Outside of his professional life, he is an avid sports enthusiast; passionate about golf, pickleball, and hiking. Collier values spending time with his girlfriend and their beloved golden retriever, Trevor.
In addition, Collier loves discovering new culinary delights and frequently visits some of his favorite restaurants, including Toca Madera, EVO, Postino, and Buck & Rider.
Talk With Collier
