Collin Zines

Collin Zines, Wealth Advisor, CFP^®

Collin is a Wealth Advisor at Stephenson and Company, Inc. As a CERTIFIED FINANCIAL PLANNER® professional, he is dedicated to guiding individuals and families toward financial confidence through thoughtful planning and personalized advice. Collin earned his bachelor’s degree in business administration from Colorado State University, with concentrations in Finance and Financial Planning. While at CSU, he was a member of the men's lacrosse team, where he developed the discipline and teamwork that continue to shape his professional approach today.

Prior to joining Stephenson and Company, Collin spent five years at AssetMark, a leading wealth management and technology platform. During his tenure, he worked closely with independent financial advisors and their clients nationwide, providing support with portfolio construction, investment management, and practice management strategies tailored to their specific needs. Now rooted back in his hometown of San Clemente, Collin combines his technical expertise with a personal, down-to-earth style. He believes the foundation of strong financial planning is truly understanding what matters most to his clients, and creating strategies that align with their goals, values, and lifestyle.

Outside the office, Collin loves spending time with his wife (Jenna) and son (Wylan), riding his mountain bike in the hills of San Clemente and weekend adventures to Baja California.