Kimberly Curtis Wealth Legacy Institute, Inc.(303) 753-7578
950 South Cherry Street, Suite 505 Denver, CO Kimberly Curtis Wealth Legacy Institute, Inc. (303) 753-7578
950 South Cherry Street, Suite 505 Denver, CO
Expertises Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Ongoing Investment Management, Divorce Planning, Planning Issues for Unmarried & Same-Sex Couples Certifications NAPFA Registered Financial Advisor, AEP, CAP, CFP®, ChFc, CLU, MSFS
Jon Moore Moore Financial Group(303) 225-8400
8081 Shaffer Pkwy Littleton, CO Jon Moore Moore Financial Group (303) 225-8400
8081 Shaffer Pkwy Littleton, CO
Expertises Retirement Plan Investment Advice, Ongoing Investment Management, Planning Issues for Business Owners Certifications NAPFA Registered Financial Advisor, CFP®
Matthew Kelley Gold Medal Waters, Inc.(720) 887-1299
4845 Pearl East Circle Boulder, CO Matthew Kelley Gold Medal Waters, Inc. (720) 887-1299
4845 Pearl East Circle Boulder, CO
Expertises High Net Worth Client Needs, Advising Entrepreneurs, Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Socially Responsible Investments, Planning Issues for Business Owners Certifications NAPFA Registered Financial Advisor, AAMS, AIF, CFP®
Gary Nearpass Nearpass Financial Counseling, Inc.(303) 733-0354
460 S. Marion Parkway #303-C Denver, CO Gary Nearpass Nearpass Financial Counseling, Inc. (303) 733-0354
460 S. Marion Parkway #303-C 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
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
Joseph Janiczek Janiczek & Company, Ltd.(303) 339-4460
8400 East Crescent Parkway, Suite 160 Greenwood Village, CO Joseph Janiczek Janiczek & Company, Ltd. (303) 339-4460
8400 East Crescent Parkway, Suite 160 Greenwood Village, CO
Expertises Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Professional Athletes or Entertainers, Retirement Planning & Distribution Rules Certifications NAPFA Registered Financial Advisor, CEBS, CFA, ChFc, JD, MBA, MSFS
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
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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