Ms. Colleen Miller, CFP®970-212-4720
123 N College Ave Fort Collins, CO Ms. Colleen Miller, CFP® 970-212-4720
123 N College Ave Fort Collins, CO
Firm Finance by Design Inc Designations This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Robert Janda, CFP®(970)669-8200
1073 N Lincoln Ave Loveland, CO Robert Janda, CFP® (970)669-8200
1073 N Lincoln Ave Loveland, CO
Firm Wells Fargo Advisors, LLC Designations This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Colleen Miller Finance by Design Inc.(970) 212-4720
123 N. College Avenue, Suite 200 Fort Collins, CO Colleen Miller Finance by Design Inc. (970) 212-4720
123 N. College Avenue, Suite 200 Fort Collins, CO
Expertises Planning Issues for Business Owners, Middle Income Client Needs Certifications NAPFA Registered Financial Advisor, CFP®, CPA, JD
Arlen Olberding Guidepost Financial Planning(970) 419-8212
19 Old Town Square, Suite 238 Fort Collins, CO Arlen Olberding Guidepost Financial Planning (970) 419-8212
19 Old Town Square, Suite 238 Fort Collins, CO
Expertises Helping Clients Identify & Achieve Goals, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules, Middle Income Client Needs, Hourly Financial Planning Services, Ongoing Investment Management Certifications NAPFA Registered Financial Advisor, CFP®, MBA
Steve Martin Martin Wealth Management, LLC(970) 443-1873
3400 Rosetone Court Fort Collins, CO Steve Martin Martin Wealth Management, LLC (970) 443-1873
3400 Rosetone Court Fort Collins, CO
Expertises Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Retirement Planning & Distribution Rules, Charitable Giving - Trusts & Foundations, Retirement Plan Investment Advice, College/Education Planning Certifications NAPFA Registered Financial Advisor, CFP®, MBA
Mr. Brian Joyce, CFP®(970)776-4346
5433 Northern Lights Drive Fort Collins, CO Mr. Brian Joyce, CFP® (970)776-4346
5433 Northern Lights Drive Fort Collins, CO
Designations This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Mr. Harold Bacheller Jr., CFP®(970)223-4400
343 West Drake Road, STE 232 Fort Collins, CO Mr. Harold Bacheller Jr., CFP® (970)223-4400
343 West Drake Road, STE 232 Fort Collins, CO
Firm Ameriprise Financial Services, Inc. Designations This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Ms. Norma Traynor, CFP®(970)407-7324
3821 Tayside Court Timnath, CO Ms. Norma Traynor, CFP® (970)407-7324
3821 Tayside Court Timnath, CO
Firm United Investors Life Designations This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
James Watt James L. Watt Financial Advisors, Ltd.(970) 225-1440
6248 Buchanan Street Fort Collins, CO James Watt James L. Watt Financial Advisors, Ltd. (970) 225-1440
6248 Buchanan Street Fort Collins, CO
Expertises Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Plan Investment Advice, Investment Advice without Ongoing Management, Tax Planning, Hourly Financial Planning Services Certifications NAPFA Registered Financial Advisor, CPA/PFS
Matthew Kelley Gold Medal Waters, Inc.(720) 887-1299
1200 S College Ave. Fort Collins, CO Matthew Kelley Gold Medal Waters, Inc. (720) 887-1299
1200 S College Ave. Fort Collins, 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®
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