Giancarlo Plati

Retirement Plan Advisor

Newton, MA

Giancarlo serves as the Retirement Plan Advisor for The Colony Group’s Newton, MA location. Drawing from his experience in Asset Management and Retirement Plan Consulting, Giancarlo aims to make the complex simple and help business owners establish and maintain a cost-effective, compliant and high-caliber group retirement plan.

Prior to joining The Colony Group, Giancarlo served as the Director of Investments at Carson Wealth, overseeing investment research and manager due diligence for equities, fixed income, and multi-asset strategies.

Prior to Carson Wealth, Giancarlo was part of the Institutional Sales team at John Hancock Investment Management. In this capacity, he worked directly with many of the company’s key institutional clients, including corporate pension plans, 3(21) and 3(38) fiduciaries, and multi-state retirement consulting firms.

Giancarlo has earned the Certified Investment Management Analyst (CIMA®) designation through the Investments and Wealth Institute in association with the Yale School of management. He also earned the Chartered Retirement Plans Specialist (CRPS®) designation through The College for Financial Planning. He graduated from DePaul University with a bachelor’s degree in English Literature.

Outside the office, Giancarlo enjoys golf and tennis, scuba diving, travel and meditation.

Published Insights

Curated by Colony: Financial Literacy Media Recommendations

In honor of Financial Literacy Month, we wanted to share the top financial resources recommended by some of our advisors at The Colony Group. This curated collection offers something...

Everything You Always Wanted to Know About Maintaining a Healthy Credit Score – Giancarlo Plati

As part of The Colony Group’s “Everything You Always Wanted to Know About…” financial education series sponsored by Her Wealth and Your Wealth, Giancarlo Plati, CIMA®, CRPS® Retirement Plan...

529 Planning

The time has come! You want to start saving for the education of your child, grandchild, or even yourself. But what do you need to know about saving through...

Everything You Always Wanted to Know About: 401(k)s

How do you make the most out of your 401(k) contribution? The Colony Group’s Giancarlo Plati, Retirement Plan Advisor, shares his insights and tips in this...