John Einberger Mutual Advantage, LLC(303) 443-9735
425 Oakwood Place Boulder, CO John Einberger Mutual Advantage, LLC (303) 443-9735
425 Oakwood Place Boulder, CO
Expertises Middle Income Client Needs, Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues Certifications NAPFA Registered Financial Advisor, CFP®
Myra Salzer The Wealth Conservancy, Inc.(303) 444-1919
1525 Spruce Street, Suite 300 Boulder, CO Myra Salzer The Wealth Conservancy, Inc. (303) 444-1919
1525 Spruce Street, Suite 300 Boulder, CO
Expertises Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues Certifications NAPFA Registered Financial Advisor, BS, CFP®
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
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
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
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®
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®
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
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
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
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