Robert Pyle Diversified Asset Management, Inc.(303) 440-2906
1113 Spruce St. Boulder, CO Robert Pyle Diversified Asset Management, Inc. (303) 440-2906
1113 Spruce St. Boulder, CO
Expertises Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Planning Issues for Business Owners Certifications NAPFA Registered Financial Advisor, CFA, CFP®
M. Shannon Lunsford Lunsford Financial Planning, Inc.303-666-6442
4845 Pearl East Circle Boulder, CO M. Shannon Lunsford Lunsford Financial Planning, Inc. 303-666-6442
4845 Pearl East Circle Boulder, 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
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
Steven King King Financial Planning & Management, LLC(719) 302-1088
2 N. Cascade Avenue, Suite 1100 Colorado Springs, CO Steven King King Financial Planning & Management, LLC (719) 302-1088
2 N. Cascade Avenue, Suite 1100 Colorado Springs, CO
Expertises Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Planning Concerns for Corporate Executives, Advising Medical Professionals, Retirement Planning & Distribution Rules Certifications NAPFA Registered Financial Advisor, 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
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
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
Robert Zimberg Financial Mountain Inc.(303) 442-4390
5335 West 48th Avenue, Suite 100 Denver, CO Robert Zimberg Financial Mountain Inc. (303) 442-4390
5335 West 48th Avenue, Suite 100 Denver, CO
Expertises Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Alternative or Private Investments, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Special Needs Planning Certifications NAPFA Registered Financial Advisor, CCPS, 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
Vincent Emmer Forestis Financial Analytics, Inc.(970) 328-1876
P.O. Box 5080 Eagle, CO Vincent Emmer Forestis Financial Analytics, Inc. (970) 328-1876
P.O. Box 5080 Eagle, CO
Expertises Ongoing Investment Management, Middle Income Client Needs, Real Estate Investments Certifications NAPFA Registered Financial Advisor, BS, CFP®
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