Colin Wiles

Colin Wiles

Financial Analyst

Phone: (949) 223-8320
E-mail:

Colin is a Financial Analyst at Tax & Financial Group,
a financial services company in Newport Beach, California that provides independent succession planning services to privately-held companies.

Colin helps Tax & Financial Group meet clients needs by performing the behind the scenes analysis advisors need to create financial strategies.
Colin specializes in analysis concerning Buy-Sell Agreements, business transition, non-qualified deferred compensation, and Employee Stock Ownership Plans (ESOPs).

Colin earned his Bachelor of Arts Degree from the University of California Irvine. He maintains a California real estate license and is an active committee member of Project Access, a local charity that assists low-income families to achieve self-sufficiency.

Prior to joining Tax & Financial Group, Colin was an associate with The Wiles Group, a consulting and development firm advising on strategic planning, development management and marketing.

Colin currently resides in Irvine. He enjoys watching sports and playing golf.