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
Geoffrey Rink Rink Financial Planning, LLC(303) 532-5959
9233 Park Meadows Drive Lone Tree, CO Geoffrey Rink Rink Financial Planning, LLC (303) 532-5959
9233 Park Meadows Drive Lone Tree, CO
Expertises Hourly Financial Planning Services, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Newlyweds & Novice Investors, Ongoing Investment Management, Investment Advice without Ongoing Management Certifications NAPFA Registered Financial Advisor, CFP®
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
Paul Staib Staib Financial Planning, LLC303/346-5336
3131 South Vaughn Way Aurora, CO Paul Staib Staib Financial Planning, LLC 303/346-5336
3131 South Vaughn Way Aurora, 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
Ross Schmidt Aspen Wealth Planners LLC(303) 789-5281
5445 DTC Parkway, Penthouse Four Greenwood Village, CO Ross Schmidt Aspen Wealth Planners LLC (303) 789-5281
5445 DTC Parkway, Penthouse Four Greenwood Village, CO
Expertises Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Real Estate Investments, Retirement Planning & Distribution Rules, Tax Planning Certifications NAPFA Registered Financial Advisor, BS
James Williams J.F. Williams Co., Inc.(303) 753-4506
950 S. Cherry Street, Suite 414 Denver, CO James Williams J.F. Williams Co., Inc. (303) 753-4506
950 S. Cherry Street, Suite 414 Denver, CO
Expertises Ongoing Investment Management, Estate & Generational Planning Issues Certifications NAPFA Registered Financial Advisor, BS, CFP®, CPA, MS
Eileen Sharkey Sharkey, Howes, & Javer, Inc.(303) 639-5100
720 South Colorado Blvd., South Tower, Suite 600 Denver, CO Eileen Sharkey Sharkey, Howes, & Javer, Inc. (303) 639-5100
720 South Colorado Blvd., South Tower, Suite 600 Denver, CO
Expertises Ongoing Investment Management, Estate & Generational Planning Issues, Financial Issues Between Generations, Retirement Planning & Distribution Rules, Women's Financial Planning Issues Certifications NAPFA Registered Financial Advisor, BA, CFP®
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
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
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
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