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
M. Shannon Lunsford Lunsford Financial Planning, Inc.303-666-6442
2 West Dry Creek Circle Littleton, CO M. Shannon Lunsford Lunsford Financial Planning, Inc. 303-666-6442
2 West Dry Creek Circle Littleton, 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, LLC(303) 346-5336
10082 S. Fairgate Way Highlands Ranch, CO Paul Staib Staib Financial Planning, LLC (303) 346-5336
10082 S. Fairgate Way Highlands Ranch, 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
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
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
James Pasztor Pasztor & Associates(303) 990-3883
6417 S. Oak Hill Cir Aurora, CO James Pasztor Pasztor & Associates (303) 990-3883
6417 S. Oak Hill Cir Aurora, CO
Expertises Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Advising Employee Benefit Plan Participants, Middle Income Client Needs, Retirement Planning & Distribution Rules Certifications NAPFA Registered Financial Advisor, CFP®, CMFC, MS
Matthew Kelley Gold Medal Waters, Inc.(720) 887-1299
9233 Park Meadows Drive Lone Tree, CO Matthew Kelley Gold Medal Waters, Inc. (720) 887-1299
9233 Park Meadows Drive Lone Tree, 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®
Paul Staib Staib Financial Planning, LLC303/346-5336
9233 Park Meadows Drive Lone Tree, CO Paul Staib Staib Financial Planning, LLC 303/346-5336
9233 Park Meadows Drive Lone Tree, 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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