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Colin Yackel — Director of Training, Envestnet MoneyGuide · Envestnet · Henrico, Virginia, United States.
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About
Colin Yackel is Director of Training for Envestnet MoneyGuide. He develops and delivers training for financial professionals using the firm’s financial-planning software. His work follows earlier MoneyGuide positions in training and client services, giving him experience helping advisers translate the software’s tools into practical planning work. A Certified Financial Planner, Yackel also writes about using financial planning to strengthen adviser–client relationships. His published work covers planning-led reviews, tax-aware conversations, charitable giving, estate considerations and clients’ cash-flow needs.
Experience
Director of TrainingCurrent
Envestnet | MoneyGuide · Powhatan, Virginia, United States
Feb 2025 – Present