David Gardner Yellowstone Financial Inc.(303) 449-5552
1728 16th Street Boulder, CO David Gardner Yellowstone Financial Inc. (303) 449-5552
1728 16th Street Boulder, CO
Expertises Ongoing Investment Management, Tax Planning, Planning Issues for Business Owners, Advising Medical Professionals, Retirement Plan Investment Advice Certifications NAPFA Registered Financial Advisor, CFP®, MS
Judith McNary McNary Financial Planning, LLC(303) 410-1745
14597 Benton Street Broomfield, CO Judith McNary McNary Financial Planning, LLC (303) 410-1745
14597 Benton Street Broomfield, CO
Expertises Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Advising Entrepreneurs, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, High Net Worth Client Needs Certifications NAPFA Registered Financial Advisor, CFP®, MBA, MS
Sal Miceli Miceli Financial Planning(303) 948-5789
10 Partridge Lane Littleton, CO Sal Miceli Miceli Financial Planning (303) 948-5789
10 Partridge Lane Littleton, CO
Expertises Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, High Net Worth Client Needs, Planning Issues for Business Owners, Retirement Planning & Distribution Rules Certifications NAPFA Registered Financial Advisor, CFP®, MS
Stewart Farnell Fee-Only Financial Planning, Education & Coaching(303) 541-0782
4540 MacArthur Drive Boulder, CO Stewart Farnell Fee-Only Financial Planning, Education & Coaching (303) 541-0782
4540 MacArthur Drive Boulder, CO
Expertises Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Newlyweds & Novice Investors Certifications NAPFA Registered Financial Advisor, ATP, CFP®, PhD
Alexander Feick Paragon Capital Management, Ltd.(303) 296-1458
999 18th Street, Suite 1220 Denver, CO Alexander Feick Paragon Capital Management, Ltd. (303) 296-1458
999 18th Street, Suite 1220 Denver, CO
Expertises Charitable Giving - Trusts & Foundations, Planning Concerns for Corporate Executives, Advising Employee Benefit Plan Participants, Ongoing Investment Management, High Net Worth Client Needs, Tax Planning Certifications NAPFA Registered Financial Advisor, BA, BS, MBA
Robert Pyle Diversified Asset Management, Inc.(303) 440-2906
1113 Spruce St. Boulder, CO Robert Pyle Diversified Asset Management, Inc. (303) 440-2906
1113 Spruce St. Boulder, CO
Expertises Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Planning Issues for Business Owners Certifications NAPFA Registered Financial Advisor, CFA, CFP®
David Gardner Yellowstone Financial Inc.303-449-5552
1616 17th Street, Suite #600 Denver, CO David Gardner Yellowstone Financial Inc. 303-449-5552
1616 17th Street, Suite #600 Denver, CO
Expertises Ongoing Investment Management, Tax Planning, Planning Issues for Business Owners, Advising Medical Professionals, Retirement Plan Investment Advice Certifications NAPFA Registered Financial Advisor, CFP®, MS
M. Shannon Lunsford Lunsford Financial Planning, Inc.(303) 666-6442
357 South McCaslin Blvd.,Suite 200 Louisville, CO M. Shannon Lunsford Lunsford Financial Planning, Inc. (303) 666-6442
357 South McCaslin Blvd.,Suite 200 Louisville, CO
Expertises Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning, College/Education Planning, Middle Income Client Needs Certifications NAPFA Registered Financial Advisor, BSEE, CFP®, EA
Paul Staib Staib Financial Planning, LLC303/346-5336
2 West Dry Creek Circle Littleton, CO Paul Staib Staib Financial Planning, LLC 303/346-5336
2 West Dry Creek Circle Littleton, CO
Expertises Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning, Middle Income Client Needs, Hourly Financial Planning Services, Retirement Planning & Distribution Rules Certifications NAPFA Registered Financial Advisor, BS, CFP®, MBA
Gary Nearpass Nearpass Financial Counseling, Inc.303-733-0354
44 Cook St., Suite 100 Denver, CO Gary Nearpass Nearpass Financial Counseling, Inc. 303-733-0354
44 Cook St., Suite 100 Denver, CO
Expertises Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Middle Income Client Needs, Newlyweds & Novice Investors Certifications NAPFA Registered Financial Advisor, BS, CFP®, CRPC, MA, MS, PhD
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