Colin Fogel
Partner / CA Insurance Lic. #0M23822
Colin Fogel is a partner at The Signature Group, where he specializes in crafting holistic financial plans tailored to each client’s unique goals. With a strong emphasis on retirement income strategies and personal investment optimization, Colin helps individuals and families align their financial decisions with long-term objectives.
He frequently advises clients on sophisticated life insurance strategies, including policies held within irrevocable trusts and those structured as part of executive benefit plans. His deep understanding of these tools enables him to guide clients through complex planning opportunities that support both personal and corporate financial goals.
Colin is particularly focused on estate planning. He often finds that while clients may have well drafted legal documents, their financial plans and asset structures are not aligned with those documents leading to outcomes that don’t reflect their true intentions. His mission is to bridge that gap, ensuring estate plans are fully integrated with the client’s broader financial strategy.
In addition to his work with individual clients, Colin serves as the lead advisor for the University of Cincinnati’s retirement plans through Equitable.
Colin joined The Signature Group in 2014 after earning a BBA in Finance with a minor in Business Economics from the University of Cincinnati. He resides in Hyde Park with his wife Emily and their two daughters.